Cost Summary with Taxes

Running the Cost Summary with Taxes report reproduces the contents of the Cost Summary screen in an Excel file, adding taxes as selected directly in the report or as defined in the budget, if applicable. This report can be run on more than one project at a time.

How to use this report

When downloaded, the report opens on the Report tab in Excel.

1. Select the language in which you’d like the report to display.
2. All project components are displayed, as well as the various amounts (before taxes) displayed on the Cost Summary home page. Click on the component for which you wish to view detailed data.
3. The amounts shown in the gray area represent the total cost of the project. (sum of components)

After selecting the component, you will be redirected to the tab specific to that selected component.

This screen displays all the columns of the Cost Summary screen. Please refer to the Cost Summary article to understand the elements of each column.

You can choose the level of detail for the budget items to be displayed.

1. Click on the “Select levels to display” button.
2. Select the level(s) you wish to view.
3. The different levels are displayed in different colours.
4. At the opening of the report, no taxes are displayed. The amounts are therefore without tax, as they are on the Aidi Cost Summary page.

✏️Note: Lines containing no data are hidden.

To display taxes in the report, you must choose a tax group that applies to all amounts except those for which a different tax group has been associated with the budget item. Please refer to the Associating a group of taxes with a budget item section of the Taxes and Groups of taxes article for further details.

5. Select the radio button With Taxes.
6. Click on Tax options.
7. In the pop-up window, select the applicable tax group.
8. The selected tax group is displayed. There may be a delay while taxes are calculated.
9. A message informs you that the amounts displayed include taxes. Taxes are first calculated using the tax groups defined in Budget for each budget item, and if no tax group is associated with the budget item, the tax group selected in the report (point 7 above) will be used to calculate taxes.
10. The first line of the table shows the total amounts without tax.
11. The second line shows the total amount, including taxes.
12. All other amounts in the report include taxes, calculated as explained in point 9 above.

✏️Note: At any time you can select the Without taxes button to return to pre-tax amounts. The name of the selected tax group remains displayed. You can also select another available tax group at any time.

13. Click on the Back button to the right of the table to return to the home page (Report tab).