To run the Sales Tax Code Report: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).
The report columns show you the jurisdiction code, exemption type, amounts for all sales, full tax sales, and other sales. The report also includes rental invoices. Additional columns show amounts for full tax due, other tax due, and the total tax due. The Detail report format also shows the branch, invoice number, and customer name. The full sales or taxes are those taxed at the full rate. The other sales or taxes are those taxed at any other reduced rate, such as freight charges that are taxed lower. The report's level of detail, subtotals, and totals depend on your Detail/Summary/Totals field choice.
To run the Sales Tax Code Report:
From the Orders > Reports > Tax menu, select Sales Tax Code to display the Sales Tax Code Report screen.
In the Br/Tr/All field, press F10 and specify which or all branches and territories to report on.
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 Primary Sort field, press F10 and choose one of the following to specify how to sort the report listing:
Branch
Jurisdiction Code
Exemption Code
In the Secondary Sort field, press F10 and choose one of the following to specify how to sort the report listing:
Branch
Jurisdiction Code
Exemption Code
In the Select Invoiced/Paid field, press F10 and specify whether to include all orders that have been Invoiced, or just report on invoices that customers have Paid.
In the Detail/Summary/Totals field, press F10 and choose one of the following to specify how much detail to include in the report:
Detail – Lists the individual transactions, subtotals for each tax code and branch, and the grand total amount of tax owed.
Summary – Lists the subtotals for each tax code within each branch, followed by the subtotals for each branch or the subtotals for each branch within each tax code. This is followed by the subtotals for each tax code based on the parameters in both the Primary Sort and Secondary Sort fields, as well as the grand total amount of tax owed.
Totals – Lists the totals for each branch or tax code, based on the parameter in the Primary Sort field, as well as the grand total amount of tax owed.
In the Tax Exempt Orders field, indicate whether to include, exclude, or run the report for only tax example orders. The default Exclude omits tax-exempt orders, and includes taxable orders only.
In the Only Items Over Max Taxable (Y/N) field, enter Y to only include items over the maximum taxable amount. This amount can be set for each tax code.
In the Credits (Inc/Exc/Only) field, press F10 and select from one of the following to determine which sort of payables to include in the report:
Include – Includes both debits and credits.
Exclude – Includes only debits.
Only – Includes only credits.
See Also: