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Sales Tax Report

 

         

 

 

Sales Tax Report

The Sales Tax Report allows you to print sales tax information within a date or period range.

 

 

Filters and Options

On the Options tab select your Report Type:

 

Detail: The following columns are displayed for each customer: Date, Invoice #, Customer, Total Amount, Taxable Amount, and Sales Tax. Totals for each sales tax category are also displayed. Use the side navigation to easily switch between sales tax categories. The Sales Tax Summary is also included after all of the detail pages.

Summary: A one line summary per tax category is displayed along with a total per state and a Grand Total. The following columns display for each tax category: Tax Category, Total Amount, Taxable Amount, and Sales Tax.

 

You also have access to the following filters:

 

Invoice Date: Select the invoice date range from which you want to view sales tax information. Additional date filters may appear depending on what option you choose.

Periods: Select the periods from which you want to view sales tax information.

Sales Tax Category: Select the sales tax categories which you want to include on the report.

 

Click the Run Report button to generate a preview of the report.

Click the Clear Preferences link to reset all of your report preferences to their default values.

Click the Close Report button to return to the dashboard.

The report displays on the Report Preview page. Refer to the Report Preview help page for more information.

 

Compiled on 6/22/2018 8:21:40 AM