---
title: "EFD Z Report Training Guide"
space: "Wiki"
url: "https://support.aakvatech.com/wiki/efd-z-report-training-guide"
updated: "2026-07-22"
---

<p><strong>Training Manual: Using the EFD Z Report Document Type in CSF TZ for ERPNext</strong></p>
<p>Welcome to the training manual for using the &quot;EFD Z Report&quot; custom document type in CSF TZ for ERPNext. This manual will guide you through the process of creating, managing, and reporting EFD Z Reports using the features and functionality provided by ERPNext.</p>
<p><strong>Table of Contents:</strong></p>
<ol>
<li><p><strong>Introduction</strong></p>
<ul>
<li>Purpose and Overview of EFD Z Reports</li>
<li>Pre-requisites</li>
</ul>
</li>
<li><p><strong>Navigating to EFD Z Reports</strong></p>
<ul>
<li>Accessing the Module</li>
</ul>
</li>
<li><p><strong>Creating an EFD Z Report</strong></p>
<ul>
<li>Creating a New Report</li>
<li>Entering Basic Information</li>
</ul>
</li>
<li><p><strong>Fetching Sales Invoices</strong></p>
<ul>
<li>Using the &quot;Get Invoices&quot; Button</li>
<li>Populating the EFD Z Report Invoices Table</li>
</ul>
</li>
<li><p><strong>Entering Turnover and VAT Details</strong></p>
<ul>
<li>Adding Turnover and VAT Values</li>
<li>Calculations and Data Accuracy</li>
</ul>
</li>
<li><p><strong>Validation and Submission</strong></p>
<ul>
<li>Before Submit Logic</li>
<li>Meeting Allowable Differences</li>
<li>Finalizing and Submitting the Report</li>
</ul>
</li>
<li><p><strong>Linking and Unlinking Sales Invoices</strong></p>
<ul>
<li>Including and Excluding Invoices</li>
<li>Updating the EFD Z Report Field</li>
</ul>
</li>
<li><p><strong>Cancellation Logic</strong></p>
<ul>
<li>Cancelling a Submitted Report</li>
<li>Handling Linked Invoices</li>
</ul>
</li>
<li><p><strong>Verifying Ticked Invoices</strong></p>
<ul>
<li>Ensuring Ticked Invoice Count Matches</li>
<li>Adjusting Receipts Issued</li>
</ul>
</li>
<li><p><strong>Complete EFD Z Report Workflow</strong></p>
<ul>
<li>Step-by-Step Workflow Recap</li>
</ul>
</li>
<li><p><strong>Conclusion</strong></p>
<ul>
<li>Recap of Key Concepts</li>
<li>Further Resources</li>
</ul>
</li>
</ol>
<p><strong>1. Introduction:</strong>
In this section, you will gain an understanding of what EFD Z Reports are and the purpose they serve. You&#39;ll also find the pre-requisites necessary to start using this feature in ERPNext.</p>
<p><strong>2. Navigating to EFD Z Reports:</strong>
Learn how to access the &quot;EFD Z Report&quot; module in ERPNext, enabling you to begin working with EFD Z Reports.</p>
<p><strong>3. Creating an EFD Z Report:</strong>
Discover how to create a new EFD Z Report, providing the required information and setting the foundation for accurate reporting.</p>
<p><strong>4. Fetching Sales Invoices:</strong>
Explore the convenience of using the &quot;Get Invoices&quot; button to retrieve relevant sales invoices for your EFD Z Report.</p>
<p><strong>5. Entering Turnover and VAT Details:</strong>
Understand how to input turnover and VAT values accurately, ensuring proper calculations and data representation.</p>
<p><strong>6. Validation and Submission:</strong>
Learn about the validation checks performed before submitting a report, ensuring compliance with reporting standards.</p>
<p><strong>7. Linking and Unlinking Sales Invoices:</strong>
Master the process of linking and unlinking sales invoices to and from the EFD Z Report, allowing for precise reporting.</p>
<p><strong>8. Cancellation Logic:</strong>
Discover how to handle cancelled reports and their impact on linked invoices.</p>
<p><strong>9. Verifying Ticked Invoices:</strong>
Ensure that the count of ticked invoices matches the &quot;Receipts Issued&quot; value, maintaining data integrity.</p>
<p><strong>10. Complete EFD Z Report Workflow:</strong>
Recap the entire process from report creation to submission and cancellation.</p>
<p><strong>11. Conclusion:</strong>
Summarize the key concepts learned throughout the manual and find additional resources for further exploration.</p>
<p>By following this training manual, you&#39;ll gain proficiency in using the &quot;EFD Z Report&quot; document type in ERPNext, enabling you to effectively manage fiscal reporting and compliance within your organization.</p>