Requesting help to create a custom report in Manager.io that summarizes monthly sales, other income, and withholding tax for a service-based business

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Hi everyone,

We’re a service-based company and we offer different types of services, which are reflected under various income accounts in our Profit & Loss report. I’m trying to build a custom report in Manager to show the sales for the month, and I’d like it to include the following details:

  1. All taxable sales
  2. All sales without VAT
  3. All other income
  4. Less the Expanded Withholding Tax (EWT)

I’ve tried using the Custom Report feature but I’m still confused about how to properly set it up. Specifically:

  1. What should I include in the “Select” fields to display these details correctly?
  2. In the “Where” section, how can I filter for multiple general ledger accounts (since we have different income accounts for various services, plus the EWT account)?
  3. Is it possible to have a breakdown by tax code to distinguish between VATable and non-VATable sales?
  4. Can I show net of EWT as part of the report, or will that need to be calculated manually outside of Manager?

Any guidance, examples, or suggestions would be greatly appreciated. I just want to be sure I’m setting it up correctly for our business model.

Thank you in advance!

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If you haven’t done so you can try the tax reports such as:

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