Report Sales Tax Exceptions

Access

Use this report with the Alternate Tax Interface to report sales tax exceptions. If not using the Alternate Tax Interface, use the Report Sales Tax routine to report on sales tax.

Runtime options allow for the entry of a range of dates to report on and an option to print just a summary page. Also, the report can include one, several or all tax jurisdictions. Once the run-time options have been selected, choose Run to produce the report.

Date CodeEnter the code that represents the date or range of dates from which to select report data. If you click on the arrow at the right of the field, a menu of options appears. Select CUS to specify the start and end dates. If any other code is selected, the start and end dates are selected automatically and cannot be changed.  

Start DateIf CUS (Custom Dates) is selected in the Date Code field, enter the starting date for this report. If a Date Code other than CUS is entered, this field automatically fills in and is not available for change.

End DateIf CUS (Custom Dates) is selected in the Date Code field, enter the ending date for this report. If a Date Code other than CUS is entered, this field automatically fills in and is not available for change.

Company NumberIf multi-company processing is not active, the company defaults and cannot be changed. If multi-company processing is active, you can base the report on one company by indicating the company number. Click the Search button to select a company from the list. If you leave this field blank, all companies are included in the report.

Tax Exempt Sales OnlyCheck the box to report tax exempt sales only.

Summary Page OnlyCheck the box to produce a summary report only. The summary page displays a summary of each jurisdiction and the total sales, taxable sales and tax adjusted.

Tax JurisdictionsThis report can be run for one, multiple, or all tax jurisdictions. Click the Search button to select a tax jurisdiction from the list or click the Action button to select multiple jurisdictions. Leave the field blank to report on all jurisdictions.

Send Output toThe output destination of the report displays.  To change the output destination, click on the Actions button and select Output Settings.

Export PathIf you select either the Personal Report Viewer (PRV (Personal Report Viewer) A STORIS printer output option that allows you to customize report results, for example to rearrange data columns.), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.