GST Summary of Invoices by Practitioner Report

MedicalDirector cannot advise which report is best for your practice. This is best discussed with your accountant.

 

SUMMARY:

This report provides a single-line summary, for each practitioner, of GST information in terms of what has been invoiced within the period between the 'From:' and 'To:' dates specified below.

REPORT OUTPUT:

Each line of the report details:

  • Practitioner Name: The name of the Practitioner whose transaction details are provided on this line of the report;

  • Total Invoices: Incorporating both Fees and GST;

  • Non-Taxable Invoices: The dollar amount of invoices where GST was not invoiced;

  • Taxable Invoices: Incorporating both Fees and GST; and

  • GST Due: The GST that has been invoiced.

Grand Totals are also provided.

DATE SELECTION:

It is recommended that you use Report Date as the Date Selection, as this is a value that cannot be modified, ensuring integrity of the report.  That is, if you print the report for a given date range today, and then print it again in twelve months' time, for the same date range, then the two versions of the report will be identical, no matter what reversals may be applied to the invoice in future reporting periods.  In terms of this report, the term 'Report Date' refers to the date of entry of the invoice.

To Reconcile the Report

Columns on this Report

Reconcile Against Report Columns

GST Summary of Invoices by Practitioner Report

  • Total Invoices which includes GST & GST Due.

This can be compared to the Fees Reports:

  • Summary of Fees Earned

  • Full Details of Fees Earned

  • Summary of Mthly Fees

  • Summary of Mthly Fees by Invoice Type

  • Grand total of Fees/GST

GST Summary of Invoices by Practitioner Report

  • Total Invoices

Transaction Summary Report

  • Total Invoices

To Generate a GST Summary of Invoices by Practitioner Report

Select Reports > All Reports. The Pracsoft Reports window appears.

Within the Report Type section, select Financial Including GST.

Within the Report Name section, select GST Summary of Invoices by Practitioner.

 

Select the Common tab:

Enter a Date Range for the report.

Via the Date Selection drop-down menu, indicate in which order you wish the results displayed.

Indicate which practitioner/s and location/s you wish to limit the report to.

 

Click Print when you are ready to proceed.