To run the Sales Tax Overrides Report: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.
This report lists each order and shows any tax exemption code that was applied. You have the option of running the report for orders where no tax was charged, with overrides applied, or both. You can 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 order number, customer, and exemption code. Then the amounts for gross sales, full tax sales, and the other sales. The report also includes sales tax overrides on rental agreements. Additional columns show amounts for full tax due, other tax due, and the total tax due for each account. Full sales or full taxes are those that are 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.
Each account is subtotaled, and grand totals for all columns display at the bottom of the report. The report notes that the grand totals may be inflated by sales for tax jurisdictions with multiple general ledger accounts.
Note: To run this report, we recommend that you set the Recalculate Tax On Credit and Recalculate Tax on Rebill control maintenance records.
To run the Sales Tax Overrides Report:
From the Orders > Reports > Tax menu, select Sales Tax Overrides to display the Sales Tax Overrides 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 Include field, press F10 and specify one of the following:
Only Zero Tax Amnts – Includes only those orders where zero tax was charged. You can check for orders where tax obligations may have been entirely overlooked or evaded.
Only Tax Overrides – Includes only those orders with tax overrides.
Zeros and Overrides – Includes orders with zero tax due amounts, as well as orders with tax overrides.
In the 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 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: