Taxable Payments Summary Report 2021

[Aileen____]

I am attemping the run the TPAR report for 2021 to check what has been processed to date. I seem to be stuck at the review transactions stage. I hit record and it just takes me back to review transactions. I was hoping to print a report to check the numbers to date. I am using 2021.3 on a network. Thanks.

[Steven_M · Accepted solution]

Hi @Aileen____ 

Great to hear that you are getting ahead on your end of financial year tasks!

I actually think you have the right idea, you just need to select Next > on the Review reportable transactions step in the Taxable Payments Assistant. This would get you to the Create step where you can select View Taxable Payments Report to see a report of that information.

Do let us know how you get on and if you require further assistance.

[Aileen____]

Ooops!!! Thanks

[minimo1]

Hi Steven,

What is the purpose of the "Record" button?  Do we need to click this when everything has been reconciled and before moving on to step 4?

Thanks,

Mini

[Steven_M]

Hi @minimo1 

The Record option in the Review Transactions window will record any changes to transactions in terms of reporting in that window.

For example, if you didn't have a transaction ticked i.e. it's not reportable, you then tick the transaction in the Review Transactions to make it reportable that action is not saved until the Record option is selected.