Tax reports overview

Tax compliance requires you to collect information about your tax liabilities and submit that information to the appropriate tax authority. Intacct provides several reporting options that you can adapt to fit your needs.

Tax reports with Custom Report Writer

Custom Report Writer reports allow you to create specialized sets of information based on company data. Unlike financial and standard reports, Custom Report Writer reports can include financial or nonfinancial data, or a combination of both. You can export the information in a Custom Report Writer report for use in applications.

Custom Report Writer for standard tax solutions

For standard tax solutions, the tax liability reporting is automatically generated for you when you create a tax submission.

However, you can run a sample Custom Report Writer report for the following situations:

  • Review your tax liabilities without creating a tax submission.
  • Analyze the details that Sage Regulatory Reporting used to calculate the amounts in the boxes in a tax return.
  • United Kingdom VAT only: Generate the data to create an EC Sales List report, or generate box reports to populate a VAT100 dashboard.

Custom Report Writer for custom tax solutions

For a custom tax solution, tax liability reporting is not automatically provided for you. You can use the sample Custom Report Writer reports to gather the appropriate tax information to prepare and submit the tax filing to the appropriate tax authority, or you can use Custom tax reports.

VAT100 reports and dashboard

The VAT100 reports and dashboard let you preview a snapshot of the information for the VAT100 form of your VAT return before you close the books and run a tax submission. This pre-submission visibility is sometimes necessary for paying taxes to or reclaiming taxes from HMRC. Now you can access this information when you install the VAT100 custom reports package in Sage Intacct.

With the report component, you generate custom reports for boxes 1-9, late entries, and tax details by transaction. You can then add these reports as components to a dashboard. The dashboard lets you review a snapshot of the box reports using the standard tax details setup of your UK VAT tax solution.

Tax detail box report

You no longer need to calculate your VAT or GST tax returns outside of Sage Intacct to get insight into your upcoming tax burden. Custom tax reports let you calculate your tax burden for a defined period without closing your books when using any standard or custom tax solution. You can also select a standard or custom tax solution and run a tax box report on an existing tax submission.

The tax box report gives you the flexibility to create reports that match the VAT or GST returns required by your tax authority. Creating these reports is a three-step process: first you define the tax detail boxes to include in the report; then you define the tax box report format; and finally, you run the tax box report when you want insight into your company's tax burden.

Regional availability

Tax reports are generally available in the following regions:

All regions