Sales Analysis > Reports > Advanced Sales Tax

Advanced Sales Tax

You use this program to print a report reflecting the tax payable (by state, county and city rates) on all items sold.

Report Options

Field Description
Options  
Report type
Option Description
Summary Select this to exclude detail invoice information from being printed on the report. Only an analysis of the tax is printed.
Detail Select this to print detail invoice information as well as an analysis of tax on the report.
Enable date selection for summary report Select this to enable the Date selection field.

This applies if you selected the SummaryReport Type.
Reprint Select this to print a tax report that has been printed at least once before for the selected period.

Selection criteria

Field Description
Period selection

Indicate the period and year for which you want to reprint the report.

This applies when you select the Reprint option.

When you are not reprinting the report, this option defaults to Single and cannot be changed
Date selection

Indicate the date(s) according to which you want to include tax figures in the report.

This only applies if you selected Detail at the Report type field, or you selected Summary together with the option: Enable date selection for summary report.
State selection

Indicate the state(s) for which you want to generate the report.

This only applies when you select the Reprint option.

Output Options

These options enable you to apply a theme to the report and to define multiple output destinations for the report once it has been compiled (SRS Output Options).

Notes and warnings

Restrictions and limits

  • This report is only applicable if your nationality code is set to USA and your Tax system is set to USA Tax by advanced geocodes or USA AVP sales tax system (Company Tax Options Setup)

  • This programs requires exclusive access to the SalUsaTax table before you can proceed. There is a flag that is updated when a line is printed, so the program needs exclusive access to this table before running.

  • The values in this report are updated each time you use the Sales Analysis Update program to extract the daily sales transactions recorded in the Accounts Receivable and Sales Order modules.