Add Tax code and The Amount (Tax) field in General ledger Report

The Amount (Tax) field is not available on General ledger report. 

However there are two alternate options for this.

Create a formula column that calculates GST (tax amount)

  • Customize the General Ledger Report.
  • Under Edit Columns tab, add the following fields:

Transactions > Sales Tax Item > Name.

Transactions > Sales Tax Item > Tax Rate.

  • Click Add Formula Field.
  • Click on newly added Formula Field, set fields:

Add Grand Total = True

Formula Type = Multiply x*y

x = Debit

y = Sales Tax Item: Tax Rate

Apply Formula to Grand Total = True

  • Click Preview/Save.

Create a Transaction Saved Search

Through a saved search you will be able to view the transactions with their Tax Amounts and Accounts side by side. Try doing the following:

  • Navigate to Lists > Search > Saved Searches > New.
  • Set desired fields under Criteria tab. 
  • The following are just examples, but you can add some more:

Posting = True

Date = as desired.

  • Set Results tab fields:

Amount (Debit)

Amount (Credit)

Amount (Tax)

  • Click Save & Run.

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