Sales Tax

The Sales Tax report lists the breakdown of sales tax collected by the tax codes you input previously in the Tax Code file. The tax amounts are tracked by the tax codes and percentages you set up.

Report Parameters - SALES TAX The report parameters screen allows you to specify which data you want to see on the report.
Beginning Tax Code	Enter a range of tax codes for this report, beginning with this tax code. A drop-down box reveals a list of tax codes previously entered in the Tax Code file. Press the F8 key to print this report for ALL tax codes.
Ending Tax Code	Enter a range of tax codes for this report, ending with this tax code. A drop-down box reveals a list of tax codes previously entered in the Tax Code file. Press the F8 key to print this report for ALL tax codes.
Beginning Date	Enter a date range for this report, beginning with this date. Only tax income collected within this date range is listed on this report. A drop-down box reveals a calendar where you can select the appropriate date, or input the date manually using the MM/DD/YYYY format.
Ending Date	Enter a date range for this report, ending with this date. Only tax income collected within this date range is listed on this report. A drop-down box reveals a calendar where you can select the appropriate date, or input the date manually using the MM/DD/YYYY format.
Detail or Summary	There are different formats of the Sales Tax report if you select to Detail or Summary.
	When the information on the parameter screen is correct, choose the output method from the Report Toolbar at the bottom of the screen.

This report can be generated using a Performance Calendar view.

Click here to learn more about Performance Reporting.

Roll over icons to view definition of each.

Only tax codes within the tax code range you selected and that were collected within the date range you selected are displayed on the report.

DETAIL FORMAT

REPORT DETAIL FIELDS - SALES TAX (DETAIL FORMAT)
Date	This column contains the date the tax income was collected. This is the total tax collected for this tax code for this date as reflected in the Summary file.
Tax Code	This column contains the tax code for each date.
Description	This column contains the tax code description from the Tax Code file for each entry.
Tax Rate	This column contains the tax percentage for each entry listed.
Amount Collected	This column contains the amount of tax income collected for the tax code listed, on the date listed.

{GROUPING - This report is grouped by tax code and each tax code listed on the report is sub-totalled.

REPORT SUB-TOTALS - SALES TAX (DETAIL FORMAT)
Amount Collected	This column is sub-totalled by tax code, showing the total collected for each tax code, for the date range you specified.

REPORT GRAND TOTALS - SALES TAX (DETAIL FORMAT)
Amount Collected	This column is totalled at the end of the report showing the total tax collected for the date range you specified.

SUMMARY FORMAT

REPORT DETAIL FIELDS - SALES TAX (SUMMARY FORMAT)
Date	There is no date listed in this format, only one line for each tax code.
Tax Code	This column contains the tax code.
Description	This column contains the tax code description from the Tax Code file for each entry.
Tax Rate	This column contains the tax percentage for each entry listed.
Amount Collected	This column contains the amount of tax income collected for the tax code listed for the date range listed on this report.

REPORT GRAND TOTALS - SALES TAX (SUMMARY FORMAT)
Amount Collected	This column is totalled at the end of the report showing the total tax collected for the date range you specified.