Sales Tax Received Report


Some states (MO, IL) assess Sales Tax based on Receipts instead of Invoices.

The Sales Tax Received Report provides a detailed listing of payments from Customers and the portion of Sales Tax paid. If you select the Report and Save To Disk, additional detail information is included.

This Solution provides instuctions on running the new report.
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The Sales Tax Received Report provides a detailed listing of payments from Customers and the portion of Sales Tax paid. This is diffferent than the Sales Tax Collected Reports, which list Sales Taxes for all Invoices, paid or unpaid.

Printing the Report:
1. Open the Reports tool from the InfoCenter toolbar or File menu.
2. Double-click the Sales Tax Received (Detail) Report to Print.
3. Enter a date range for payments received and click Find.

The printed report includes: Date, Invoice#, Customer, Subtotal Amount, Taxable Subtotal Amount, and Tax Amount for each for Invoice paid (or partial amounts for partial payments), sorted by Sales Tax.

Saving the Report to Disk includes additional information, including the full amount of each Invoice and the amount paid for partial payments.

Saving the Report to Disk:
1. Open the Reports tool from the InfoCenter toolbar or File menu.
2. Click once on the Sales Tax Received (Detail) Report.
3. Click the Save to Disk button.
4. Enter a date range for payments received and click Find.
5. Name and Save the export file.
To view the export file, launch a spreadsheet program (e.g. Excel), go File, Open, and select the export file. In Excel, just click Finish on the Text Import Wizard.



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