Use this report for assistance in completing a state sales tax report. This report shows a breakdown of the total sales tax assessed on transactions. This report can be run for one period at a time or by month.
Create Your Report
Period Selection- Select Quarterly or Monthly
Ending- Select March 31 or December 31
Tax Code- Select one or multiple Tax Codes for the report.
Select Preview to view the report onscreen.
Select Print to send the report directly to the default printer.
View a sample report here.
Understanding Your Report
Tax Code ID- The Tax Code ID selected for the report.
Tax Code Name- The Tax Code Name for the Tax Code selected.
Invoice- The Transaction number
Invoice Date- The date of the transaction.
Non Taxable- The amount of the transaction that is not taxable.
Taxable- The amount of the transaction that is taxable.
State Tax- The portion of the tax assessed that is State Tax.
Local Tax- The portion of the tax assessed that is Local Tax.
City Tax- The portion of the tax assessed that is City Tax.
Total Tax- Total tax assessed on the transaction.
Report Totals- Total of all columns, Non Taxable, Taxable, State Tax, Local Tax, City Tax, and Total Tax.