Export Tax Report
Turns a period's sales invoices into XML files for import into the tax application (Coretax/e-Faktur) - not a report to read on screen. Four variants on one menu, chosen by buyer type and reporting method.
Questions It Answers
- How do I export this month's output tax invoices to Coretax?
- Which variant is for buyers with a tax ID, and which for aggregated invoices?
- Why is the export empty when there were sales?
Filters
| Filter | What it does |
|---|---|
| Tax Type | Required on the per-invoice variants: the VAT type from the Tax master whose lines are exported (its tax code is written into the XML). |
| Sales Date | Required. The tax period: invoice date range; the period month and year come from its start date. |
| Sales Invoice, Division, Department, Customer, Sales Representative, Service Staff, Brand, Serial Number, Customer Group | Extra filters when only some invoices are reported. |
| Sales Quantity | Default > 0: zero-quantity lines are not exported. |
| Sales Time | Limits to certain hours when one day is split across files. |
The Four Variants
| Variant | Content |
|---|---|
| E-Faktur Report | TaxInvoiceBulk XML: one tax invoice per sales invoice, one line per product, buyer identified by tax ID. Includes every receipt kind (invoices and cashier). |
| E-Faktur Report National ID | The same, but Sales invoices only (no cashier receipts) and buyer identity from customer data for individual buyers. |
| E-Faktur Non Tax Report | RetailInvoiceBulk XML: sales aggregated per invoice (gross - discount per invoice) for end consumers without identity; Tax Type optional. |
| E-Faktur Combined Report | Like Non Tax, but Sales invoices only. |
How to use: run the right variant, then export the result and save it as an XML file; open it in the tax application through its import menu. Company identity (tax ID) comes from the Company master.
Common Problems
- Empty result: the chosen Tax Type is not used on invoice lines in that period, or the Sales Quantity filter removed every line.
- Empty buyer tax ID in the XML: fill the tax ID on the Customer master; the report does not invent it.
- Wrong tax period: the period comes from the filter start date - do not pick a range spanning two months.
Menu Location
- Finance / Reports & Analysis / Export Tax Report
/report/exportefaktur