Report: General Ledger [Detail] - Tax column

If all you are chasing is the code used then the Transactions Tax Code report covers all activity on the GL for a given period.

Ron

This report does not include transactions that have no gst.

Hello Kevin,

The default Tax Code for the account can be displayed on the report

when the GL Summary Report is displayed click on the Insert Modify at the top of the screen, then select the Tax Code from the left hand list and Show. Voila!.

 I hope that helps.

Cheers

David

Thanks David, that sounds amazing and thanks for the effort to create screenshots, well done.

This is great for a summary GL but I need to do this for a detailed GL as there are thousands of transactions and need to find the needle in the haystack where a handful of transactions do not have a tax codes.

In all other software programs I can run the detailed GL with tax codes, export to excel, run a conditional filter/format and/or nested if formula and within a few seconds I can find all the issues.

Kevin,

MYOB should not allow you to record a transaction without a tax code - BUT IT DOES!!!!!!

*************** NOT FOR MYOB PROGRAMMERS - PLEASE FIX THIS **********************

However there is a report to tell you what you need.

Go to the GST reports and use the 2 Tax Code Exception Reports.

i suggest that you export to excell to sort & make them easier to find.

see the screen shot below.

I think that will answer your query.

Also if you run the Accounts / General Journal for all types of transactions, modify to include User ID and Session date you can see who did what and when.

Cheers

David

Hi David_Cree 

Thanks for bring that to our attention.  I have shared your information with the team.

AccountRight version 19 also did allow it and to generate a transaction with a tax code. Like AccountRight v 2014.4 you do need to manually remove the tax code and click off the field or back tab (Shift + Tab) out of the relevant field.

The report is available in Essentials that prints the tax amount on the general ledger - replicating this report in 2014.4 would make life one hell of a lot easier - yes you can use the reports listed by David above but being able to look at ledgers eg rates and see at a glance if the tax has been claimed or not would be great time saver!  It took me less than 3 minutes to scan 109 pages of ledgers from quick books today using this type of report

This should be a simple report to do... I have added my vote

I too want this functionality - I used to use it all the time and now would not recommend MYOB based on this - the reports seem to have become very limited and inflexible.

The GL Detail should have the ability to show the GST code attached to each transaction (regardless of what the default for the GL code is set to), and it would also be great if the GST details reports were able to show the GL Account.

This allows for quick review of accounts like bank fees, donations, wages, etc to ensure no GST.

I have added my vote.

Suggestion for future MYOB Accountright versions:

At the Detailed Ledger report, Insert/Modify, Show/Hide Columns .....

Please make it possible to add an available column of the GST claimed/collected on each transaction. I am sure the data is already available.

It would be useful to see on a glimpse if GST was correctly claimed on each transaction for a specific type of expense or ledger account. At the moment I have to click on each transaction.

This GST column is possible in other Accounting software such as Sage Pastel.