# Tax Form

### **Module Guide: Tax Invoice**

#### **Module Location**

#### Sales > Sales Invoice > Tax Form

#### **Module Objective**

#### The **Tax Invoice** module serves as a reporting and drill-down center for viewing all **Outgoing Tax Invoices** that have been issued from sales transactions. This module is **not** for creating new Tax Invoices, but rather for reviewing, searching, and managing the list of existing tax invoices for tax reporting purposes.

### **1. Main View (Tax Invoice List)**

#### The main page of this module displays a list of all Tax Invoices that match the filter criteria you select.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/dcBimage.png)

#### **View Explanation & Filters**

#### This page is designed to facilitate the searching and summarization of tax invoices.

- #### **Search Filters**:
    
    
    - #### **Invoice No.**: To search by a specific invoice number.
    - #### **Type**: An important filter to separate types of tax invoices, namely **Invoice** for regular bills or **DP** for a Down Payment.
    - #### **Start Date / End Date**: Use this date range filter to pull all tax invoices issued within a specific period.
- #### **Tax Invoice List**: The table below will display all tax invoices that match the filters, complete with their details.

#### **Column Explanation**

- #### **Invoice No.**: The sales invoice number that is the basis for the issuance of the tax invoice.
- #### **Date**: The date the invoice was issued.
- #### **Customer**: The name of the related customer.
- #### **Tax Code**: The tax code used (e.g., PPN/VAT).
- #### **NPWP**: The customer's Tax ID Number.
- #### **Bonded Zone**: A marker indicating if the transaction is related to a bonded zone.

### **2. Workflow & Integrated Business Process**

- #### **Automatic Creation**: Tax Invoices are **not created manually** in this module. A Tax Invoice is created **automatically** by the system when you create and confirm a Sales Invoice for a transaction that is subject to VAT.
- #### **Reporting Function**: This module is used by the **Tax and Customs** or **Accounting** team to review all tax invoices issued within a period, as a basis for the monthly VAT Return (SPT Masa PPN) reporting.

### **Tips & Important Notes**

- #### Use the **date filter** to pull tax invoice data for the desired reporting period (e.g., August 1 - August 31).
- #### The **Type** filter is very useful for separating tax invoices for regular sales (**Invoice**) from those for down payments (**DP**) when creating a VAT summary.
- #### Ensure the customer's **NPWP** data is correct in the customer master data for the completeness of the tax report.