What This Report Does:
Generates a list of sales tax accrued based on the date of delivery within a designated date range
Upon opening this report, you’ll have the following options for filtering your search:
- From Date / To Date: Filter your results by a specific time frame
- Tax – Filter your results by your tax rates setup within the system
- County – Filter your results by a designated county (if applicable)
Once finished with your selections, click Run Report to continue
Once generated, you will be able to view the following information within the report:
- Invoice# – Displays the associated invoice number
- Customer Name – Displays the associated customer’s name
- Brand – Displays the item’s assigned brand
- Item# – Displays the item’s assigned number
- Description – Displays the item’s description
- Category – Displays whether or not the item falls within the following categories: Taxable & Non-Taxable Serial, Taxable & Non-Taxable Sale, and Non-Inventory
- Price – Displays the price of items added to the invoice
- Tax Paid – Displays the total amount of tax paid for the transaction
- Tax Code – Displays the applied tax rate on the transaction
- Tax Name – Displays the name of the associated tax rate
- County Name – Displays the tax rate’s associated county (if applicable)
- State Name – Displays the name of the state associated with the transaction
- City Name – Displays the name of the city associated with the transaction
At the bottom of this report, you can view the sum total of the Price and Taxes Paid
As well as combined county totals
And a grand total of all sales made within the designated time period
Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
Phone: 636-220-4363 Ext #1
