The Sales Tax Report allows you to print sales tax information within a date or period range.
Options
- Complete the following options as needed.
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- Change Appearance? - Check the box in order to change the font type and size. There is also a drop-down option to control the white space between the columns by a percentage.
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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.
- 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.
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- 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 generate a preview of the report. Refer to the Report Preview help page for more information. Click the Clear Preferences link to reset all of your report preferences to their default values if needed.
- Click the Close Report button to return to the dashboard.
Updated