Accounts Receivable > Reports >

Sales Tax Report

 

         

 

 

Overview

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

 

This Help page contains the following sections:

Filters and Options

Report

 

 

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.

 

 

Report

Click the Run Report button to display a preview of your Sales Tax Report. You may also click the Clear Preferences link to reset all of your report preferences to their initial values. Once the preview displays you can navigate the pages, export to several formats (e.g., PDF, Excel, Word), and Print. Click Report Preferences on the blue bar above the report preview to return to Report Preferences.

 

Click the Close Report button to return to the Accounts Receivable dashboard.

 

Compiled on 1/24/2018 8:42:27 AM