Benf's avatar
Benf
Cover User
12 years ago
Status:
Done

Report: General Ledger [Detail] - Tax column

I wouldn't think this was a particularly difficult thing to 'add' in to MYOB general ledger detail reports (or in the GST/Tax area etc) but we definitely DO need to be able to simply customise our MYOB general ledger details report so as to 'add' a column on that report to show the GST claimed/paid in respect of ANY transaction.

 

This makes it very quick and easy to pick a particular account, have the appropriate column filters ON (including the tax amount column) to drill down and not only see account totals but to determine which PARTICULAR/INDIVIDUAL accounts have had GST treated correctly.

 

Exception reports are fine...but when explaining to a client, it is far easier to simply bring up an account and show them which accounts are not doing what we need/expect them to do.

 

By having a 'tax column' account, it will also benefit the accountant by totalling up the GST applicable to those transactions without meticulously wasting time clicking into transactions one at a time then manually adding up as a basis for a journal adjustment.

 

Quickbooks has this simple tax amount column available to ALL ledger transaction detail reports and I think it is long overdue in MYOB reporting. Very simple for accountants and clients to make use of...please add in ASAP!

 

I have attached a QB report which is just a basic drill down into the general ledger of 'bank fees' --> I simply select tax column and it shows me which transactions did or did not have GST claimed on them WITHOUT having to view all transactions for a month/quarter/year for ALL accounts.

 

An exception report is great for bookkeepers or those at a data entry level...the column I refer to is a simple addition which helps accountants check particular accounts at a quick glance and gives us the information in a split second including the totals which form the basis for any adjustment required.


I also discussed this with a MYOB training representative some time ago in Brisbane who advised that this functionality was not and was never part of the MYOB reporting system. A MYOB representative advised us late yesterday to submit this here in the hope that it would be considered and adopted in newer versions...please do!

 

"Tax Amount Column"

  • For the love of God, add this bloody feature!

    All of your competitors offer it. When a client asks what accounting software they should select I now tell them Xero, as they are offering a package that works for both clients/bookkeepers/accountants.

    This feature has been long overdue for years, and seeing that the original post from June 2013 still hasn't been followed up is embarrassing.

  • I totally agree with Daniel1988  Unfortunately MYOB is definately not my recommended product anymore.  When reports are assumptions in the Web version and the online version need to be mannually updated and it is poor on reporting features I too recommend Xero.  So much more user friendly.  Maybe a MYOB software researcher should start usign Xero to see how easy it is.  For the  cost of the subscriptions you expect it to be efficient.

     

     

  • Davidv's avatar
    Davidv
    Trusted Cover User

    I have been asking for this for many years - if they can do it in MYOB Essentials then surely it can be fone in Accountright

  • Status changed:
    Open
    to
    Done

    Hi Everyone


    The General ledger report in the AccountRight browser interface will contain a tax column. This will showcase the total tax amount for that transaction.