Use this report to list the sales tax you owe for designated time periods and geocodes. You can print the report for sales tax that you have actually collected (paid) or for sales tax that is owed to you (invoiced). Submit this report along with your tax payments to taxing authorities.
Note: Due to how sales tax is calculated, taking into consideration non-taxable states and areas, the value on the Sales Tax Totals by Geocode Report and the National Sales Tax Report may not match exactly. The error will be less than 1%.
The report lists the information by order number and customer name, and includes amounts for gross sales, taxable freight and handling, taxable amounts, exempt amounts, total taxes, geocode, state taxes, as well as county, city, and local tax amounts. The report also includes rental agreements.
Note: The National Sales Tax Report includes data only for the states listed in the Taxable States screen, and for any geocode overrides you have set as taxable within a state that you set as nontaxable. If you want the report to include states in which you do not collect tax, then include those states on the Taxable States screen and set each tax field to N. For more information, see Identifying Taxable States.
To run the National Sales Tax Report:
From the Maintenance> Tax & Duty > National Sales Tax menu, select National Sales Tax Report to display the National Sales Tax Report screen.
Note: If prompted, log on to the character-based system.
In the Start Date and End Date fields, enter the period to be included in this report. You can enter an actual date or variable date in these fields.
In the Branch field, enter the branch or territory to be included in this report. Enter ALL to include all branches and territories.
In the Start Geocode and End Geocode fields, enter the range of geocodes to be included in the report. All transactions that meet the other report criteria and have geocodes equal to or greater than the start geocode and less than or equal to the end geocode are included in the report.
In the Show City Amts, Show County Amts, and Show Local Amts fields, indicate whether to show city, county, and local taxes on the report.
In the Summary/Detail field, indicate whether to print the report in detail or summary format. The default is Detail. To select a different option, press F10 to display the options and select one.
In the C/R Adjustment field, press F10 and select from one of the following to determine how to display cash receipt adjustments:
Summary - Displays the cash receipt adjustments in summary mode.
Detail - Displays the cash receipt adjustments in detail mode. This is the default.
In the Invoiced/Paid field, indicate whether to calculate the taxes owed by selecting sales transactions using the invoice date or paid date.
Invoiced - Prints the report for sales tax that is owed to you as a result of sales during the designated time period. Select this option if your tax obligation is incurred when the sale occurs.
Paid - Prints the report for sales tax actually collected during the designated time period. Select this option if your tax obligation is incurred when you are paid for the sale.
Note: Converted A/R invoices are included.
In the Sort By field, press F10 and select one of the following to indicate how to sort the transactions listed on the report. The default is by Order Number.
When you run the report, it contains a Reduced State Tax Totals section that displays the following information:
If you sort the report by... | Then the Reduced State Tax Total column... |
Order Number, Customer Name, or Geocode | does not display a jurisdiction. |
State | displays the state name. |
State by City | displays the city name. |
State by County | displays the county name. |
State by Geocode | displays the geocode. |
In the Show Overrides field, indicate whether to show override transactions on the report. The default is Y.
In the Break on Branch field, indicate whether to sort the data by branch and print branch subtotals.
If you select State in the Sort By field, the report sorts by state and then by branch within each state.
If you select Order Number, Customer Number, or Geocode in the Sort By field, the report sorts by branch and then by the designated sort.
In the Display Jurisdiction Summary field, indicate whether to display a jurisdictional summary for every state, country, and city combination included in the report. The default is Y.
In the Display Exempt Codes field, indicate whether to display exempt taxable amounts. The default is N.
In the Break Report by Sub-headings field, indicate whether to include subheadings at the top of each printed page. The default is Y.
In the Report Only Taxable States field, enter Y to include states that are set to taxable on the National Sales Tax Database Maintenance screen for the selected branch, otherwise enter N to include all states on the report. The default is Y.
In the Credit (Inc/ field, indicate whether to include credit transactions, such as returns, exclude credit transactions, or report on only credit transactions. The default is to include credit transactions.
See Also: