Sales Tax Query/Report

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Posted on by Cptolle

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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

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Richard Whaley 25,195 on at

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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.
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Victoria Yudin 22,766 on at

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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
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Community Member Microsoft Employee on at

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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