web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Sales Tax Query/Report
Microsoft Dynamics GP (Archived)

Sales Tax Query/Report

(0) ShareShare
ReportReport
Posted on by Cptolle 165

We are a cash basis taxpayer and are having difficulties finding a report or query that could assist us in helping us prepare our monthly sales tax reporting obligations.  Are there any gp reports that could assist us with this?  Or even a simply query would help?  We can pull the invoices but not sure how to join in the payment side.  If we were accrual it wouldnt be a big deal.

Any suggestions would be appreciated.

 

Craig

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    Re: Sales Tax Query/Report

    Hi Craig.

    Have you looked at the Tax Reports under Administration Reports.

    You will find the Period Detail and Transaction Detail Version of transactions against tax details.

    If you have the allow Tax Details in GL Entries in your company options turned on you should be able to justify the payments through GL Entries if you are not currently doing it with an equal tax detail in the purchasing module.

    Hope this helps

  • Verified answer
    Victoria Yudin Profile Picture
    Victoria Yudin 22,768 on at
    Re: Sales Tax Query/Report

    Craig,

    Here is a SQL view that may help with the payment apply information: victoriayudin.com/.../sql-view-with-ar-apply-detail

  • Suggested answer
    Richard Whaley Profile Picture
    Richard Whaley 25,195 on at
    Re: Sales Tax Query/Report

    If you set up your sales taxes correctly, it is easy and there are several reports.

    It takes a bit to explain so let's do this....go to our web site ( http://www.AccoladePublications.com ).  Login (just create a new account if you don't have one, it's free) Goto Free Stuff (far right top menu) and pick Position Papers then White Papers and scroll down to the paper on Sales Tax.  It explains what you need right there!

    While you are there, we have 20 other books on GP, check out Books in our Library.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Pallavi Phade – Community Spotlight

We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…

Congratulations to the October Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans