The following reports can be used for general ledger and sales tax analysis, by selecting sales tax specification when generating the reports.

Tax - Inquiries and reports > Sales tax reports > Sales tax specification by ledger transaction and

General ledger > Inquiries and reports > Ledger reports > Transaction list by date > select option "Sales tax specification"

These reports are designed to display transactions that are directly related to posted sales tax. Consequently, when the sales tax specification option is selected, only general ledger transactions associated with tax transactions are included in the report. Essentially, this means that the report will only display a portion of the voucher.

Here’s an example of a typical business scenario not covered by the current report design:

When a discount (percentage or amount) is applied to a sales order line, the main account used for posting the discount is not included in the report because the discount transaction type does not have an association with tax transactions. As a result, the reports do not accurately reflect the sales tax base.

Suggested improvement is to remove the filter that limits the data to tax-related transactions and include all transactions, even if the sales tax amount is not directly shown on the transaction itself.