You use this program to generate a tax report reflecting the Sales tax that is payable on all items sold since this report was last run.
| Field | Description |
|---|---|
| Report type | |
| 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. |
| Report sequence | |
| Invoice date |
Select this to print the report in invoice date sequence. When you select this option, the report is generated in the following sequence:
|
| Branch | Select this to print the report in customer branch sequence. |
| Geographic area | Select this to print the report in geographic area sequence. |
| Reprint | Select this to print a tax report that has been printed at least once before for the entered period. |
| Selection | Description |
|---|---|
| Period selection |
Indicate the period(s) for which to generate the report. If you are not reprinting the report, then the Period selection defaults to Single and cannot be changed. |
| Date selection | Indicate the date(s) for which to include tax figures in the report. |
| Tax code selection |
Indicate the tax code(s) for which to reprint the report. If you are not reprinting the report, then the Tax code selection defaults to All and cannot be changed. |
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).
The totals printed on the second last page of the report are the totals for the tax information printed on the report. The sales tax code summary values printed on the final page of the report are always the summary tax code figures for the current month from the ADMTAX table, regardless of the period you select to print or reprint.
If any of your Default sales tax codes are not defined (Company Tax Options Setup) then a blank tax code with a description of 'Non-taxable exempt amount' could be printed on the report. This occurs when you invoice a sales order for a tax exempt customer against those tax codes. Because you cannot enter a tax code on the sales order for a tax exempt customer and no default tax code is defined, the Sales Analysis Update program creates its own entry in the Admin Tax Master table/file with a blank tax code with the description 'Non-taxable exempt amount'. The tax values are not affected because the customer is exempt from tax, so the tax value is zero.
A blank tax code indicates that the item is non-taxable, or exempt from taxation, regardless of whether it is stocked or non-stocked. However, if a stock code is linked to a tax code, even if it is zero rated, it is not seen as exempt from tax. Only if there is a blank tax code against the stock code will this show as exempt from tax on the tax report.
Blank tax codes are included in the report if you selected a range of tax codes that included the space tax record.
The Sales Analysis Update program also creates blank tax codes to accumulate values from ArTrnTax.BlankTaxableValue.
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.
If your nationality code is set to USA (System Setup) and you set the Tax system as USA Tax by advanced geocodes or as USA AVP sales tax system (Company Tax Options Setup) then you should use the equivalent Advanced Sales Tax report.
If you are using EU tax, then you should use the equivalent Sales Tax EU report.