Reports

Use Tax, Tax Summary, Tax Payable and GST Readiness Reports

Tax reports are accounting evidence. They depend on tax settings, item tax setup, purchase input credit decisions and the exact date range used.

Menu path: Reports -> Money -> Tax, Tax Summary, Tax Payable, GST 2.0 Readiness; GST Reports when enabled
Verified from: Posnic demo and current POS source reviewed on 2026-09-08

Technical source evidence

frontend/modules/taxdiscountReport.html, frontend/modules/taxSummaryReport.html, frontend/modules/taxPayable.html, frontend/modules/gstReadiness.html, frontend/modules/report_gstrone.html through report_gstrnine.html, frontend/static/script/js/modules/js/report_taxdiscount.js, frontend/static/script/js/modules/js/report_gstrone.js, frontend/static/script/js/core/PosnicPro.js taxsummaryreport taxpayable gstreadiness

Tax Report page in Money report group — **Tax Report**Tax Report summarizes tax collected from sales for the selected range.

Tax Summary report with rate net tax amount gross lines and GST position — **Tax Summary**Tax Summary shows sales tax by rate and GST position when relevant.

Tax Payable report with from to run and CSV controls — **Tax Payable**Tax Payable compares output tax and input tax credit by period and purchase register.

GST 2.0 Readiness report with scan items CSV and rate review tables — **GST 2.0 Readiness**GST Readiness lists items that may need rate review; it does not change tax itself.

Tax system settings used before reports — **Tax setup source**Tax reports are only useful after the tax system and item rates are configured.

Tax Report Pages

Report	Shows	Use it for
Tax	Sales tax amounts by tax name/rate.	Checking tax collected from sales.
Tax Summary	Rate, tax label, net, tax amount, gross and line count.	Reviewing sales tax totals and GST position.
Tax Payable	Monthly output tax, input credit and purchase register.	Understanding tax payable or carried-forward credit.
GST 2.0 Readiness	Items on withdrawn slabs or items differing from reference rates.	Checking catalog tax cleanup before changing rates.
GSTR screens	GSTR1, GSTR2A, GSTR2B, GSTR3B and GSTR9 style tables or JSON exports.	India GST filing preparation when GST is enabled.

Before Running Tax Reports

Confirm the branch tax system in Manage -> Tax.
Confirm GST on invoices, registration type and GSTIN when India GST reports are used.
Check item-level tax rates and tax groups.
Check purchases if input tax credit is expected.
Use the accountant's reporting period, not an approximate date range.

Tax Summary Workflow

Open Reports -> Money -> Tax Summary.
Set From and To dates.
Click Run.
Review each rate row for net, tax amount, gross and line count.
Review GST position for output tax, input tax credit and net payable.
Export CSV if the accountant needs supporting data.

Tax Payable Workflow

Open Reports -> Money -> Tax Payable.
Set From and To dates.
Run the report.
Review monthly output tax and input credit.
Review the purchase register below the monthly totals.
Export CSV for accounting review.
Investigate any purchase with missing supplier tax id before claiming credit.

GST Readiness Rules

GST Readiness is read-only. It names items that deserve attention, especially items on withdrawn slabs or items where current item rate differs from a live reference. The operator must check each suggestion against official notification or accountant guidance before editing an item.

Click Scan items to refresh the review.
Export CSV to assign catalog cleanup work.
A clean scan does not file GST; it only reduces item-rate risk.
The report does not write tax changes by itself.
Open the item record separately to make any approved correction.

GSTR Screens

When Indian GST is enabled, GSTR1, GSTR2A, GSTR2B, GSTR3B and GSTR9 screens are available from GST report routes. They use date inputs and branch GSTIN data and can build JSON or table output for filing preparation. Treat them as accountant-reviewed working papers.