In this section, you will learn how to generate and review the GST Summary Accrual within SapphireOne. This functionality is essential for understanding your organisations GST obligations on an accrual basis. The steps are as follows:
- Navigate to Management > Analysis and select the GST Summary Accrual item. SapphireOne will display a Select Date Range alert. By default, the dates will be set to 1st July and the current date within the current financial year.
- The user has the opportunity to enter any date range that is required for this GST Accrual Summary. Select the Date Range as follows:
- Please Enter Start Date – Enter the start date as required.
- Please Enter Finish Date – Enter the Finish date as required.
- The GST Summary Accrual screen will be displayed next. The user has a date option when viewing the data, but if the dates are altered, it is essential to click the Recalculate button to ensure SapphireOne recalculates the GST summary amounts.
- Data From – Alter as required
- Date To – Alter as required.
- Buttons – These are located across the bottom of the screen and perform the following functions:
- Export Breakdown to CSV Button – Instructs SapphireOne to export a CSV file containing complete details of all transactions related to your GST Summary Accrual.
- Print Button – Opens the print dialog specific to the operating platform you are using (MacOS or Windows).
- Export to CSV Button – Instructs SapphireOne to export a CSV file containing the current on-screen values, from a Tax Code of S through to a Tax code of X.
- OK Button – Select this button to close the screen.
For more detailed information, visit the Management > Analysis > GST Summary Accrual article.