Sales Tax Exception

List all orders where the Sales Tax flag was changed on an item.

Access
Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports > Main Menu > Accounting.
Grant permission to the individual report> Accounting > Sales Tax Exception

Create Your Report

Use the drop down list to select a Group By of Date or Reason.

All Locations selected by default in Location Selection. Select One Location and enter the Site ID or select F12 to search.

Create a Date range in Date Selection by selecting

  • Start- Select a Start Date by entering a date using the mm/dd/yy date format or select from the drop down calendar.
  • End- Select an End Date by entering a date using the mm/dd/yy date format or select from the drop down calendar.

Operator Selection defaults to All Operators selected. Select One Operator and enter the Operator ID or select F12 to search.

Tax Code Selection indicates all Tax Codes selected by default. Select One Tax Code and enter the Tax Code ID or select F12 to search.

Select Preview to view the report onscreen.

Select Print to send the report directly to the default printer.

 

Understanding Your Report

The sort order for the report is by the transaction Date which is displayed.

In the Order column, the Order number for the transaction is displayed.

Included in the report is the Customer ID and Customer Name.

Tax Code lists the Tax Code associated with the transaction.

The name of Operator who entered the transaction and changed the Sales Tax flag on the item is included.

Store indicates the Site ID and name of the Location where the transaction to place.

The Item ID for the item that the Sales Tax flag was changed including the Item Description.

Qty provides the quantity purchased of the item.

The Price of the item on this transaction.

Ext Amount indicates Extended Amount, the total charged for the item which is Quantity multiplied by Price.

Old displays the Sales Tax flag originally associated with the item which could be

  • H- High
  • L-Low
  • Blank- No Sales Tax flag is associated.

New is the value the Sales Tax flag was changed to which could be

  • H- High
  • L-Low
  • Blank- No Sales Tax flag is associated.

Edited displays the Username, Date and Time when the Sales Tax flag was edited.

If the location requires Reason Codes when changing the Tax on an Item, it will be included.