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Sales and Tax Report

Reports > Accounting Reports > Tax> Sales and Tax Report

This report provides sales and tax information separated by month, quarter, and year-to-date.

NOTE: Do not use this report solely for sales figures. Use the Sales Detail Report for this information.


 

Fields:

Sales Tax ID: The range of sales tax codes to include in the report.

Date: Specify the date range to be used on the report. These two fields only show if Calculate from History is checked.

From History: Choose this option to calculate taxes with a date range.

Note: If you select Calculate from history a date filter will appear on this report. If you select Calculate from history and show invoice breakdown a date and customer range filter will appear on this report.

Show Authority Breakdown (Calculate from History Selected): Choose this option to show the Authority Breakdown.

Show Invoice Breakdown (Calculate from History Selected): Choose this option to breakdown the history by Invoice.

Exclude Authorities With No Sales: Choose this option to hide sales tax authorities from showing on the report if they have no sales associated with them.

Show Product Detail: Choose this option to show Product Details on the report.