Review the Tax Summary Report
How to Review the Tax Summary Report in Muhasib ERP
Overview
This guide will help you summarize tax by set up category and compare and confirm the totals to detailed tax transactions.
You get summarized tax controls for review.
Who can do this
You need access to Tax Summary Report and authorized tax/company scope.
Before you start
Define company, registration, period, tax codes/types, source families, return treatment, and expected tax-control balances.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Muhasib Financials → Tax Summary Report.
Review the Tax Summary Report
Step 1: Set company/registration/date/tax filters
Step 2: Generate the report
Step 3: Review taxable value and tax by category
Step 4: Confirm input/output, return, withholding, and other signs
Step 5: Compare with detailed Tax Report/Summary
Step 6: Reconcile each category to its ledger account
Check your work
Category totals equal non-overlapping detailed tax rows and account balances, subject to documented adjustments.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Check tax date versus document date.
- Do not combine registrations or categories with different statutory treatment.