This section contains procedures for sales tax reports.
Run the Sales Tax Journal to list the sales taxes your company owes. You can run the report for the branches and period of time you specify. You have the option to show the report in a Detail format that lists individual sales orders. Or choose the Summary format that omits the order details. You can run the report for sales tax that you have collected (Paid) or for sales tax that is owed to you (Invoiced).
Run the Sales Tax Code Report to list the sales taxes your company owes, organized by tax jurisdiction codes. Your company has a different code for each tax jurisdiction in which you do business, plus another generic OOS code for out-of-state sales. You can run the report for the branches and period of time you specify. You can also run the report for sales tax that you have collected (Paid) or for sales tax that is owed to you (Invoiced).
Run the Sales Tax Overrides Report to see which tax accounts and sales orders had overrides applied to their sales taxes. Overrides can be applied for various reasons. For example, some sales may be exempt because the products were purchased for resale. Each tax jurisdiction has its own rules for tax exemptions, which can require the salesperson to override the normal taxes.
The New York Sales Tax Report lists, for a designated period of time, all the sales tax you owe to the state of New York for paid invoices. This report is applicable only if your company does business in and pays taxes to the state of New York.
Use the Sales Tax Change Log Report to gather information about invoice sales orders that have had changes made to the tax-exempt code, the tax-jurisdiction code, or the tax amount. The report displays the user who made the change, the date the change was made, in addition to the original and new tax exemption codes, tax jurisdiction codes, and sales tax amounts. If there have been multiple changes to any of these codes, only the most recent change for each code will be displayed on the report.
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