sales tax

public/js/utils/api.js

@@ -139,6 +139,10 @@ const API = {
             const params = new URLSearchParams({ asOfDate, accountingMethod });
             return fetch('/api/accounting/reports/balance-sheet?' + params.toString()).then(r => r.json());
         },
+        getTaxSummary: (startDate, endDate, accountingMethod = 'Accrual') => {
+            const params = new URLSearchParams({ startDate, endDate, accountingMethod });
+            return fetch('/api/accounting/reports/tax-summary?' + params.toString()).then(r => r.json());
+        },
 
         // Phase 2 Lieferung 1 — Sync + Cache-Reads
         syncAccounts: () => fetch('/api/accounting/sync-accounts', { method: 'POST' }).then(r => r.json()),

public/js/views/accounting-view.js

@@ -27,6 +27,9 @@ let plAccountingMethod = 'Accrual';
 let bsAsOfDate = null;
 let bsAccountingMethod = 'Accrual';
 
+let tsMonth = null; // 'YYYY-MM' — selected month for tax summary
+let tsAccountingMethod = 'Accrual';
+
 let expStartDate = null;
 let expEndDate = null;
 let expOnlyMine = false;
@@ -47,9 +50,19 @@ function fmtMoney(n) {
 }
 
 function todayISO() { return new Date().toISOString().split('T')[0]; }
-function firstOfMonthISO() {
+function firstOfMonthISO(year, month) {
+    const d = year != null ? new Date(year, month, 1) : new Date();
+    return year != null ? d.toISOString().split('T')[0] : new Date(d.getFullYear(), d.getMonth(), 1).toISOString().split('T')[0];
+}
+function lastOfMonthISO(year, month) {
+    const d = year != null ? new Date(year, month + 1, 0) : new Date();
+    return year != null ? d.toISOString().split('T')[0] : new Date(d.getFullYear(), d.getMonth() + 1, 0).toISOString().split('T')[0];
+}
+function prevMonthISO() {
     const d = new Date();
-    return new Date(d.getFullYear(), d.getMonth(), 1).toISOString().split('T')[0];
+    const m = d.getMonth() === 0 ? 11 : d.getMonth() - 1;
+    const y = d.getMonth() === 0 ? d.getFullYear() - 1 : d.getFullYear();
+    return `${y}-${String(m + 1).padStart(2, '0')}`;
 }
 function firstOfYearISO() {
     const d = new Date();
@@ -416,6 +429,7 @@ export function injectReportsControls() {
     if (!plStartDate) plStartDate = firstOfYearISO();
     if (!plEndDate)   plEndDate   = todayISO();
     if (!bsAsOfDate)  bsAsOfDate  = todayISO();
+    if (!tsMonth)     tsMonth     = prevMonthISO();
 
     c.innerHTML = `
         ${makeCollapsible('Reports', 'reports-section-body')}
@@ -455,6 +469,22 @@ export function injectReportsControls() {
                         <div id="bs-result"></div>
                     </div>
                 </div>
+                <div class="bg-white rounded-lg shadow-sm border border-gray-200">
+                    <div class="px-4 py-3 border-b bg-gray-50"><h3 class="font-semibold text-gray-800">Sales Tax (QBO)</h3></div>
+                    <div class="p-4">
+                        <div class="flex flex-wrap items-end gap-3 mb-3">
+                            <div><label class="block text-xs font-medium text-gray-700 mb-1">Month</label>
+                                <input type="month" id="ts-month" value="${tsMonth}" class="px-3 py-1.5 border border-gray-300 rounded-md text-sm"></div>
+                            <div><label class="block text-xs font-medium text-gray-700 mb-1">Method</label>
+                                <select id="ts-method" class="px-3 py-1.5 border border-gray-300 rounded-md text-sm">
+                                    <option value="Accrual" ${tsAccountingMethod === 'Accrual' ? 'selected' : ''}>Accrual</option>
+                                    <option value="Cash" ${tsAccountingMethod === 'Cash' ? 'selected' : ''}>Cash</option>
+                                </select></div>
+                            <button onclick="window.accountingView.loadTaxSummary()" class="px-3 py-1.5 bg-blue-600 text-white rounded-md text-sm font-medium hover:bg-blue-700">Run</button>
+                        </div>
+                        <div id="ts-result"></div>
+                    </div>
+                </div>
             </div>
         </div>`;
 }
@@ -482,6 +512,21 @@ export async function loadBalanceSheet() {
     } catch (err) { showError('bs-result', err.message || 'Failed to load Balance Sheet'); }
 }
 
+export async function loadTaxSummary() {
+    tsMonth = document.getElementById('ts-month').value;
+    tsAccountingMethod = document.getElementById('ts-method').value;
+    if (!tsMonth) return showError('ts-result', 'Please select a month.');
+    const [y, m] = tsMonth.split('-').map(Number);
+    const startDate = firstOfMonthISO(y, m - 1);
+    const endDate = lastOfMonthISO(y, m - 1);
+    showLoading('ts-result', 'Loading Sales Tax Liability from QBO…');
+    try {
+        const data = await window.API.accounting.getTaxSummary(startDate, endDate, tsAccountingMethod);
+        if (data.error) return showError('ts-result', data.error);
+        document.getElementById('ts-result').innerHTML = renderQboReport(data);
+    } catch (err) { showError('ts-result', err.message || 'Failed to load Tax Summary'); }
+}
+
 function renderQboReport(report) {
     if (!report || !report.Header) return `<p class="text-sm text-gray-500">No report data.</p>`;
     const cols = (report.Columns && report.Columns.Column) || [];
@@ -724,6 +769,7 @@ window.accountingView = {
     loadRegister,
     loadProfitLoss,
     loadBalanceSheet,
+    loadTaxSummary,
     loadExpenses,
     openNewExpense,
     openNewRefund,

src/routes/accounting.js

@@ -85,6 +85,16 @@ router.get('/reports/balance-sheet', async (req, res) => {
     } catch (err) { handleQboError(err, res, 'balance-sheet'); }
 });
 
+router.get('/reports/tax-summary', async (req, res) => {
+    try {
+        res.json(await accountingService.getTaxSummary({
+            startDate: req.query.startDate,
+            endDate: req.query.endDate,
+            accountingMethod: req.query.accountingMethod || 'Accrual'
+        }));
+    } catch (err) { handleQboError(err, res, 'tax-summary'); }
+});
+
 // ════════════════════════════════════════════════════════════════════
 // Phase 2 Lieferung 1 — Sync + Cache-Reads
 // ════════════════════════════════════════════════════════════════════

src/services/accounting-service.js

@@ -367,6 +367,14 @@ async function getBalanceSheet({ asOfDate, accountingMethod = 'Accrual' } = {})
     return data;
 }
 
+async function getTaxSummary({ startDate, endDate, accountingMethod = 'Accrual' } = {}) {
+    const url = buildReportUrl('TaxSummary', { start_date: startDate, end_date: endDate, accounting_method: accountingMethod });
+    const response = await makeQboApiCall({ url, method: 'GET' });
+    const data = getJson(response);
+    throwIfFault(data, 'TaxSummary report');
+    return data;
+}
+
 // ════════════════════════════════════════════════════════════════════
 // Phase 2 Lieferung 1 — Caches und Sync
 // ════════════════════════════════════════════════════════════════════
@@ -1418,6 +1426,7 @@ module.exports = {
     getRegister,
     getProfitAndLoss,
     getBalanceSheet,
+    getTaxSummary,
     normalizeTransactionListReport,
 
     // Phase 2 Lieferung 1 — Sync