Accounts Receivable: Sales Tax Summary Reporting Accounts Receivable: Sales Tax Summary Reporting
Sales Tax Summary Reports are useful to companies that collect sales tax within the jurisdiction of more than one tax collecting authority, state, or locality. Before Sales Tax Reports can be generated, it is necessary to set up each taxing authority with its respective Sales Tax Code in Receivables Setup.
When entering an Invoice, the assigned taxing authority is automatically selected, such as in this example:
Before a Sales Tax Summary Report may be printed, it needs to be Defined. Access the report definition by selecting Accounts Receivable, Reports, Sales Tax Summary:
Adding or Changing a Tax Report
To set up a Report, either a new one or to change an existing one, click on Add or Change.
Select Tax Codes (check box)
This check box activates the ranges defined on the next lines. This option is used to limit the number of taxing authorities on each report or to print a Sales Tax Summary for one taxing authority.
From
Enter the name of the Taxing Authority, or press the lookup button and the Sales Tax Code screen comes into view. Highlight the desired Sales Tax Code and press the Select button.
To
Enter the name of the Taxing Authority or press the lookup button and the Sales Tax Code screen comes into view. Highlight the desired Sales Tax Code and press the Select button.
The report can be filtered by Invoice Date and/or by Paid Date.
Select Dates (check box)
This option activates the ranges defined on the next lines. This option may be used to limit transactions to a particular date or range of dates. To limit transactions to a particular date, enter the first and last dates of the desired range. To limit transactions to a single date, enter that date in the From and To fields.
From
This option selects the first date in a range of dates or a single date. Enter the date, or press the lookup button and the Calendar screen will come into view. Highlight the desired date and press the OK button.
To
This option selects the last date in a range of dates or a single date. Enter the date, or press the lookup button and the Calendar screen will come into view. Highlight the desired date and press the OK button.
The report can be filtered by Fiscal Period.
Select Periods (check box)
This option activates the ranges defined on the next lines. This option may be used to limit transactions to a particular period or range of periods. To limit transactions to a particular period, enter the first and last periods of the desired range. To limit transactions to a single period, enter that period in the From and To fields.
From
This option selects the first period in a range of periods or a single period. Enter the period, or press the lookup button and the Fiscal Period Lookup window will come into view. Select the desired period.
To
This option selects the last period in a range of periods or a single period. Enter the period, or press the lookup button and the Fiscal Period Lookup window will come into view. Select the desired period.
Use this section to limit the report by customer. Use the Range setting to set a range of customer numbers. Use the List setting to specify a list of customers to be included.
All, Range, List (radio buttons)
Select the All radio button to ignore Customer reporting limits. Select Range to enter a range of Customers in the From and To fields. Select List to report on a list of selected Customers.
These fields will be available if the Range radio button is selected.
From
Enter the first customer number, or press the lookup button and the Customer Entry screen comes into view. Highlight the desired customer and press the Select button.
To
Enter the last customer number or press the lookup button and the Customer Entry screen comes into view. Highlight the desired customer and press the Select button.
Edit Customer List (button)
Click the Edit Customer List button to add or remove Customers from the list of Customers to be included in the report. The following screen will come into view.
Retrieve a Saved List / Save This List for Future Use (buttons)
Use these buttons to save the current list of included records for future use, or to retrieve a previously saved list. See Saved Report Limit Lists for more details.
Available Records
All Available Customers that are not included in the list are displayed in these columns.
Included Records
All Included Customers are listed in these columns. Use the arrows to move selected records or all records between the Available and Included areas
Includes Codes with No Detail (check box)
Select this box to include Tax Codes with no detail.
Include Invoices with no Tax Code (check box)
Select this box to include Invoices with no Tax Code assigned.
Include Cash Sales to Non Customers (check box)
If this box is checked, the report will include Cash Register sales that were made to people not included in the Customer file.
Include Trade Invoices (check box)
If this box is checked, the report will include taxes from Trade Invoices.
Include Trade T&M Billings (check box)
If this box is checked, the report will include taxes from T&M Billings (Trade Invoices applied to a Job).
Include Progress Billings (check box)
If this box is checked, the report will include taxes from Progress Billings.
Readability Bars (check box)
Select this option to add Readability Bars to the generated Report. Click the color box to select the Readability format. The following screen will come into view.
Select the Readability Bar color or press the Define button to select a Custom Readability Bar color.
Select States (check box)
Check this box to allow the report to be filtered by state. Use the From and To fields to select a range of states.
Portrait (radio button)
Specifies how the report is positioned on the page when printed. Portrait is the standard. Portrait is printed vertically.
Landscape (radio button)
Specifies how the report is positioned on the page when printed. Landscape is printed horizontally.
Select which report type should be printed.
Click this button to save the current settings and print the report immediately, without having to return to the Report Title browse window.
Report Sample - Sales Tax Summary Report
Report Sample - Sales Register
