This is the report you open when you have to declare something. It shows tax collected by rate over a period, which is what a filing asks for — not what your margin was, not what you sold.
- 1
Open Reports → Finances → Taxes
Choose the period you are filing for. Match it to the filing period exactly; a report run over the wrong window is worse than no report, because it looks authoritative.
- 2
Read it by rate, not as a total
The breakdown is by rate. That matters because different rates are declared separately — a shop with a standard rate and an exempt category cannot file one number.
- 3
Reconcile it against your tax profiles
Every figure here comes from the tax profile that was applied at the time of sale. A product with the wrong profile collects the wrong tax and this report will faithfully repeat that mistake. If a rate looks light, check the products, not the report.
- 4
Account for returns
Tax on something you sold and then took back does not stay collected. Check the period's returns alongside this report — particularly credit notes, which exist precisely because the tax on the original sale has to be undone.
- 5
Print it with the period on it
Export or print the report for the filing period and keep it. When somebody asks in a year where a declared figure came from, this is the document that answers.
Proffs tips
- Set your tax profiles up properly once rather than correcting this report every period. The report cannot fix a product that was sold at the wrong rate.
- For fiscal receipts in the Dominican Republic there is a further consideration: tax on a sale older than 30 days is no longer recoverable on a credit note, so a late return does not give you the tax back.
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