Party transactions, in one report
See each party's transactions for the dates you choose, with PAN and tax.
- PAN for each party
- Taxable and non-taxable
- PDF and Excel
What is inside
The transaction threshold report, ready when asked
Pick the dates. The report is built for you.
By party
Each party on its own line.
PAN and type
PAN and trade name type are shown.
Taxable amount
The amount the tax is charged on.
Non-taxable amount
The amount without tax.
Tax and total
Tax and the total for each party.
PDF and Excel
Download it in either format.
How it works
Run the report in three steps
When someone asks for it.
- 1
Open the report
Find the threshold report under the reports.
- 2
Choose the dates
Pick from and to dates.
- 3
Read or download
View it, or download the PDF or Excel file.
A sample report
Parties, amounts and tax
Each party's transactions for the period.
Party details
Name, PAN and type.
Amounts
Taxable and non-taxable.
Tax and total
Per party.
| Party | Taxable | Tax | Total |
|---|---|---|---|
| Party A | 4,00,000 | 52,000 | 4,52,000 |
| Party B | 2,50,000 | 32,500 | 2,82,500 |
| Total | 6,50,000 | 84,500 | 7,34,500 |
Sample figures, not a real company. Amounts in rupees, VAT at 13%.
Common questions
Questions about threshold report
Short answers.
What does it list?
Each party's transactions for the dates you choose, with PAN, taxable and non-taxable amounts, tax and total.
Can I download it?
Yes, as PDF or Excel.
Can I choose the dates?
Yes. Pick a from date and a to date.
See Hexabooks with your own numbers
Tell us a bit about your business and we will set up a walkthrough.