Tax Tracking Report in Sage 300

By | March 27, 2018

Sage 300 is a well-developed software that is capable of handling the operations and accounting processes of small and medium business units. ERP software increases the company’s productivity.

In Sage 300, many useful inbuilt reports are already present including “Tax Tracking” report that helps companies in many ways. This report provides a complete listing of posted transactions capturing only Receipt type of transactions.

New Stuff: Adding Code to avoid Print issues on Manufacturing Issuance Customized Screens in Sage 300

Tax Tracking Report refers to the data that is fetched from AR Receipt and AR Invoice Respective Screen. Sometimes it is difficult to track posted transactions for a particular data range. To overcome this point, we have developed a report called Tax Tracking Report in Sage 300. The Report has been developed with the filter criteria given below.
Filter criteria:

  • From and To Date

The user needs to select the appropriate file path, date, and then click on Export Button that user needs to export data to excel. If the date is within the selected range then only the data will be exported and if the date is not within the selected range then data will not be exported and then the system will generate the error such as Records not found.

Once the user clicks on the Export button, the excel sheet data which is in below screenshot will create new AR Receipt entries in the system. This report will provide you the data of posted transaction for a selected date range.

Below is the sample output of this report.
This report will help you to track the posted transaction of Receipt type for particular date range as Customer Name, Invoice Date, Invoice/Doc No, Receipt Amount, Receipt Date, TDS Amount, Currency, Reference No, TDS Date and Bank Account Number.

The report will directly export data in Excel format, so with the help of that user can easily sort the data whichever he/she wants. We can customize this report & add columns as per our requirement.

About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM, and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration service for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services  to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with such as GreyMatrixDocument AttachmentDocument NumberingAuto-Bank ReconciliationPurchase Approval SystemThree way PO matchingBill of Lading and VAT for Middle East.

For more details on Sage 300 and 300c Services, please contact us at We will be glad to assist you.