Reports

Run Tax Summary and Check Output Tax Against Purchase Tax

Tax Summary is a fast rate-level control report. It compares tax collected on sales with tax recorded on purchases, but its purchase total is not an ITC eligibility register.

Menu path
Reports -> Money -> Tax Summary
Verified from
Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence

Live demo Tax Summary route audited 2026-09-04, frontend/modules/taxSummaryReport.html, frontend/static/script/js/core/PosnicPro.js taxsummaryreport, api/src/controllers/sales.controller.js tax summary, api/src/repositories/sale.repository.js taxSummaryReport

Tax SummaryRun one exact reporting period, review sales by stored tax rate, then compare the GST position and purchase rows below.
Tax configurationConfirm the branch tax system and item rates before relying on the summary.

What This Report Answers

QuestionWhere to read itMeaning
How much tax did sales collect?Sales rate table and Output tax (sales)Tax stored on eligible sale lines in the selected period.
How much purchase tax was recorded?Input tax credit (purchases) and purchase-by-rate tableTax stored on non-deleted receiving lines; use Tax Payable to review ITC eligibility.
Is tax payable or carried forward?GST positionOutput minus purchase tax. A positive result is payable; an excess purchase amount is credit carried forward.
Which rate caused the total?Rate rowsNet, tax, gross and line count grouped by the stored line tax rate and label.

Run the Same Accounting Period

  1. Open Reports -> Money -> Tax Summary. Report Read access is required.
  2. Set From and To to the accountant's exact period. The screen initially proposes the previous month through today.
  3. Click Run and wait for both the sales table and GST position to finish loading.
  4. Confirm the branch context and, for restricted cashiers, remember that the Sales Session Filter can limit visible sales to the current login session.
  5. Export PDF, CSV, Excel or Email from the report toolbar, or use the CSV button beside Run for the Tax Summary data.

Read the Sales Rate Table

ColumnInterpretationControl check
RateStored percentage on the sale line; 0% / untaxed is shown separately.Unexpected zero-rate lines usually mean item tax setup or historical data needs review.
TaxStored tax name or label.Check renamed or duplicate labels before combining rows.
NetValue before tax for the grouped lines.Net plus Tax Amount should agree with Gross, allowing for rounding.
Tax AmountTax recorded for the group.Compare with the Tax report for the identical range.
GrossTax-inclusive grouped value.Tie the total to sales evidence for the same branch and period.
LinesNumber of sale lines in the group.This is not the number of receipts or item quantity.

Understand GST Position

Posnic calculates Output tax from the sales tax total and the displayed purchase tax from receiving lines. Net payable is the larger of zero and Output minus Purchase tax. Credit carry forward is the larger of zero and Purchase tax minus Output.

  • A zero payable amount can mean excess purchase tax, no taxable activity or incomplete tax setup; inspect the rows before accepting it.
  • Historical rows use the tax values saved on those documents. Changing an item tax rate today does not recompute old sales or purchases.
  • Add, Edit and Partial Return sale processes are included by the sales aggregation; reconcile returns and edited documents in the same period.
  • If purchase aggregation fails, the sales rate summary may still render without a complete purchase block. Refresh and investigate before exporting.

Do Not Treat Purchase Tax as Final ITC

The Tax Summary purchase block is a broad tax-on-receivings comparison. In the current implementation it excludes deleted receiving rows but does not apply the Tax Payable register's ITC Eligible rule. Therefore its displayed purchase tax is a control total, not proof that every amount can be claimed.

  • Open Tax Payable for the purchase register and eligibility review.
  • Exclude or correct cancelled, ineligible, mismatched or unsupported supplier documents before filing work.
  • Reconcile the approved result with GSTR-2B or the applicable external statement and have the accountant review it.

When Totals Look Wrong

  • Use the identical From, To and branch in every compared report.
  • Check whether a cashier's Session Filter is hiding sales outside the current login session.
  • Inspect 0% / untaxed rows for missing item tax assignments.
  • Check edited sales, partial returns, deleted purchases and receiving dates around the period boundary.
  • If the Tax Payable tab shows the Tax Summary-style rate table while loading, wait, run the range again and refresh once before concluding that the payable register is unavailable.

Related Manual Pages

Reports Tax Payable Tax Payable is the deeper accounting control. It applies purchase ITC eligibility, calculates monthly payable or carried credit and exposes the supplier documents behind the input total. Reports Tax and GST Reports Tax reports are accounting evidence. They depend on tax settings, item tax setup, purchase input credit decisions and the exact date range used. Reports GSTR-2B ITC Review The Posnic GSTR-2B-style screen uses internal receiving data. Eligibility and the official static statement must be verified outside Posnic before credit is claimed. Settings Tax System Tax settings decide whether new items start with tax and how documents calculate GST, VAT, sales tax or no tax. Reports Export, Print and Email Report exports should preserve the same range and branch the operator reviewed on screen. Posnic uses shared PDF, CSV, Excel, print and email behaviors across report pages.