How can I generate a customized Tax Summary Report?

Zoho Books lets you view a customized Tax Summary Report for your organization. To generate reports for different types of transactions:

  • Go to the Reports module in Zoho Books.
  • Navigate to Taxes and select Tax Summary Report.
  • Click the Customize Report option.
  • Choose your Date Options from the dropdown or enter custom dates manually in the date fields.
  • Select Cash or Accrual from the Report Basis dropdown.
  • Finally, select All, Sales or Purchases under the Report By dropdown, based on which the report should be generated.
  • Click Run Report to view the customized tax summary report.


Note: Please note that if you choose to generate this report based only on Sales or Purchases transaction, Journal entries will not be included.

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