Sales Tax Report window

SalesCS > Sales > Reporting menu > Sales Tax Report window

The Sales Tax report contains a list of all available Tax Codes, as well as the receipts in each tax category, total sales, and the total tax collected.

Include

Use these check boxes to specify the types of transactions you want to include in the report.

Orders

These are transactions that were entered in the Sales Order Entry window.

These are transactions that were entered in the Sales POS Register window.

Job Cost

This option is available if you select Posted from the Transaction Type drop-down. Select this check box to include transactions entered in the Sales Order Entry window from Job Cost.

Transaction Type

• Posted: include only posted transactions from the sales history file in your report. If you select this option, then the Order Batch start and end range will be unavailable.

• Unposted: include only current unposted transactions.

Report Type

Select the level of detail to include in the report, Detailed, Condensed, or Summary:

• Detailed: the Detailed report will show the amounts for each component of each tax code for each transaction.

• Condensed (default): the Condensed report will show the totals for each component of each tax code.

• Summary: the Summary report will show the total collected for sales with tax codes.

Subtotals

Select this option to define how the subtotal(s) should appear on the report. Your choices are:

• Tax Code: select this option to subtotal the report by Tax Code without a breakdown of the individual levels within each Tax Code. This is the default option.

• Tax Code w/levels: select this option to include the individual levels within each Tax Code.

Include sales with no Tax Code

To include sales for which no Sales Tax Code has been entered, select this check box. If this check box is selected, a section for Sales Tax Code “<None>” will be printed at the beginning of the report, and a subtotal for “Sales Without Tax Codes” will be printed at the bottom of the report. The default for this check box is unchecked.

Skip Tax Codes with zero tax amount

Select this check box if you want to exclude Sales Tax Codes that have had no sales tax posted to them.

Skip zero dollar sales amount

Select this check box if you want to exclude any lines that have $0 in sales, such as Comment Codes and serial numbers.

Include Nontaxable Sales

If you select this check box, non-taxable sales amounts are included in the total amount for each invoice or receipt on the Sales Tax Report. This check box is only available when the Skip Tax Codes with zero tax amount check box is checked.

Start and End Ranges: Order Batch, Sales Register, Invoice/Receipt Date, and Tax Code

Enter the starting and ending values to define the scope of the report. To include a single batch, register, date, and/or tax code, enter the same value in both the Start and End box of the corresponding range. To include all records that meet the remaining criteria in the window, leave the defaults in these boxes. The defaults for Order Batch, Sales Register, and Tax Code are Start and End. The default for the Invoice/Receipt Date Start is the first date of your fiscal calendar, and the default for the Invoice/Receipt Date End is the current system date.

NOTE: The Order Batch range box is only accessible if the Orders check box is selected in the Include section, and if you selected Unposted in the Transaction Type drop-down list.

Date Range

From the drop-down, select a predefined period to run the report for.