CO: Sales Tax Jurisdiction List

Make the following menu selections to display this page:

eFinancials—Reports—Common Reports—Sales Tax Jurisdiction List or
ePO—Sales Tax Jurisdiction List

Use this page to print a list of Sales Tax Jurisdictions.

This report is available to be printed in a Series of Reports.

ClosedReport Description

This report provides a list of Sales Tax Jurisdictions information, including the following:

Jurisdiction, for example: NY 2

State, for example: NY

Type of tax, for example: County, State, Local

Description, for example: State of NY sales tax

Percent for the sales tax, for example: 7.00

Maximum Tax amount, for example: 999,999.00

Taxable Cost Types, for example: Administrative, Equipment, Labor, Material, Other, Subcontractor

Tax ID Number, for example: 55-1234567

The report can be sorted by Jurisdiction or State.

The source of the information appearing on this report is Sales Tax Jurisdiction setup.

ClosedTo Print the Report

  1. From the eFinancials menu, select Reports—Common Reports—Sales Tax Jurisdiction List.
  2. At the From Jurisdiction field, click the Lookup icon to open a pop-up and select the starting Jurisdiction for the range you want to see on the report.
  3. At the  Thru Jurisdiction field, use the Lookup icon to open a pop-up and select the ending Jurisdiction for the range you want to see on the report.
  4. At From State, click in the field and select a state from the drop-down list that appears. This is the starting state for the range of states you want to see on the report.
  5. At Thru State, click in the field and select a state from the drop-down list that appears. This is the ending state for the range of states you want to see on the report.
  6. At Sort By, select a sort option for the report: Jurisdiction or State.
  7. At Report format, select one of the following report printing options:
  8. Click Print. If you selected Create Spreadsheet, you are prompted to open or save the report Excel file. Otherwise, the report opens in PDF format.

 

ClosedEffect of Permissions

User security permissions must be granted in the System module to access this menu item.

System—Security—Users—eFinancials—Reports—Common Reports—Sales Tax Jurisdiction List

See Also

Reports Introduction

Sales Tax Jurisdiction Setup