To run the Sales Tax Change Log Report: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.
To run the Sales Tax Change Log Report:
From the Orders > Report > Tax menu, select Sales Tax Change Log Report to display the Sales Tax Change Log Report screen.
In the Branch field, enter the branches or territories to be included in this report. Enter All to include all branches.
In the Start Date and End Date fields, press F10 and specify the desired calendar date range. You can also specify dates using variable dating.
In the User field, do one of the following to indicate which users to include in the report:
To include tax changes for a specific user, specify that user in this field. If the report is run for a specific user and an order had a tax change made by that user and other users, only changes made by the specified user display on the report.
To include tax changes on multiple users, use the Multi hot key and specify those users on the User ID Selection screen. If you specify multiple users, the system displays *Multi* in this field.
To include tax changes by all users on the report, leave this field blank.
In the Sort by field, press F10 and select one of the following to determine how to sort the report:
Branch by Invoice – Displays invoices for the first branch in order by order ID, followed by a subtotal for the branch. Then the report displays orders for subsequent branches, followed by the grand total for all branches.
Customer by Branch by Invoice – Displays invoices for the first customer in order by order ID, followed by orders at any subsequent branches for that customer, followed by a subtotal for the customer. Then the report displays orders for subsequent customers followed by the grand total for all customers.
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