Report: Sales Tax by Delivery Date

T. L. Hawkins

3 years ago

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:

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