Tax Summary Report
Batuly’s Tax Summary Report helps you keep track of all tax-related activities across sales and purchases, automatically, accurately, and in real time. Whether you're preparing for filing or just monitoring tax performance, this report is built to make your job effortless.
Overview
The Tax Summary Report compiles and organizes all applicable taxes collected and paid through your business operations. It covers:
- Sales Tax / VAT collected
- Purchase Tax / VAT paid
- Service Tax (if applicable)
- Tax on Returns
- Tax breakdowns by invoice, product, or category
1. Filter Options
- Date Range: Select any period (monthly, quarterly, yearly)
- Tax Type: Filter by VAT, service tax, or custom-defined tax
- Transaction Type: Sales, Purchases, Returns
- Customer/Supplier-wise (optional)
2. Summary Cards
Top of the page for quick review:
- Total Tax Collected
- Total Tax Paid
- Net Tax Position (Collected - Paid)
- Tax on Returns
- Highest Tax-Contributing Products
3. Detailed Table
a. Sales Tax Summary
| Date | Invoice No | Customer | Taxable Amount | Tax Rate | Tax Collected |
|---|---|---|---|---|---|
| 2025-06-01 | INV-0012 | Aman Traders | 10,000 | 13% | 1,300 |
b. Purchase Tax Summary
| Date | Invoice No | Supplier | Taxable Amount | Tax Rate | Tax Paid |
|---|---|---|---|---|---|
| 2025-06-02 | PUR-0010 | Everest Supplies | 8,000 | 13% | 1,040 |
c. Return-Related Tax
| Type | Date | Party | Tax Refunded | Tax Reversed |
|---|---|---|---|---|
| Sales Return | 2025-06-05 | Aman Traders | 260 | Yes |
| Purchase Return | 2025-06-06 | Everest Supplies | 520 | Yes |
d. Category-Wise Tax Collected
| Category | Total Sales | Tax Rate | Tax Amount |
|---|---|---|---|
| Electronics | 1,50,000 | 13% | 19,500 |
| Grocery | 80,000 | 1% | 800 |
4. Actions
- Download complete tax report in PDF
- Export raw data in Excel
- Use for government tax filing and internal audits
- Filter and share based on tax period or type
Why Tax Summary Matters
- Ensures transparency in your tax practices
- Helps with regulatory compliance
- Avoids tax penalties or under/over-reporting
- Makes filing stress-free with organized, ready-to-use data
With Batuly, taxes are no longer a puzzle, they’re part of your daily flow.