Hello all. My Tax Period Reports sales numbers (Reports:Company:Taxes) do not match my sales numbers in Sales Order Processing (thru Smart List) or my sales Report in the Sales module Reports, History, Sales History Register.
I know the tax period report does not include my non-taxable installation labor, but when I add that into the totals on the Tax Period Report the two reports still do not match
Any insight? Thank you
hi Robin,
You likely have already resolved this. However, that is the most common reason: that you have sales that were not subject to tax so they would not be on the company tax reports. If they are on the tax reports (using an exempt tax detail)-some customers will use the following article to get these to calculate the right total:
861220 How to Make Non Taxable Items Reflect Properly on Company Tax Reports
mbs.microsoft.com/.../KBDisplay.aspx
You can query your sales invoices/returns to see what documents/customers don't have any tax amounts:
Open smartlist
Click Sales> sales transactions
Click columns, add Tax Amount
Click search and search where soptype=Invoice and Tax amount=0.00
You could repeat the same for Returns
Robin,
For your SmartLists, are you taking voided documents and returns into account for the check figures?
Hi Mike. I manually backed out the returns in smart list, and that total then equaled my Sales:Reports:History:Register number.
This is Robin. I did find a few things that lead to some errors. One client had no tax data at all so the sale wasn't taken into account. I will continue to work on it and report here so future questions may be answered.
Hello Kelly. Thank you for your response to all 3 of my recent postings. I am working on each one
and so far believe your responses will solve my issues.
Thank you again