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GL: Use Tax
Make the following menu selections to display this page:
eFinancials—Reports—GL Reports—Use Tax
Use this page to print a report that shows Vendor Use
Tax history.
The report shows how much Use Tax has been accrued for
a posting period. The report can be used to determine the amount of Use
Tax collected to be paid to taxing authorities.
This report is available to be printed in a Series
of Reports.
Fields
Select EntityCompany
Click to select EntityCompany
from the pop-up that appears. The report runs for all selected EntitiesCompanies.
Sort By
Select a sort option for the report: Tax Code
(default) or Vendor ID.
From Vendor ID / Thru Vendor ID
To run the report for a specific Vendor or Vendor
ID range, click the Lookup icon
to display a pop-up and then
select a starting Vendor ID. Repeat the process to select an ending Vendor
ID.
From Tax Code / Thru Tax Code
To run the report for a specific range of values
for the Tax Code, click the Lookup
icon to display the pop-up and then select a starting
value. Repeat the process to select an ending value.
Entries appearing on this list are established
in Global Setup for Sales Tax
Codes.
From Prd/Fiscal Year / Thru Prd/Fiscal Year
To run the report for a specific range of values
for Period/Fiscal Year, click the Lookup icon to display
a pop-up and then select a starting Period/FiscalYear. Repeat the process to select
an ending Period/Fiscal Year.
Print by EntityCompany (check box)
If Print by
EntityCompany
is not selected (default), the report prints for all selected EntitiesCompanies.
If Print by
EntityCompany
is selected, the report prints grouped by EntityCompany
and has a total for each selected EntityCompany.
Include Unapproved
If Include Unapproved
is checked (default), unapproved transactions are included in the report.
If Include Unapproved
is unchecked, unapproved transactions are excluded in the report.
Report Format
PDF Format
(default): Select this option to print the report in PDF format.
Create Spreadsheet: Select this option to print the report
in an Excel spreadsheet.
Print
Click to print the report.
Report Description
This report lists Vendor Use Tax history for the selected
accounting Period/Fiscal Year and is sorted by Tax Code or by Vendor ID.
For each item, the report shows the Invoice, Description,
Period, Year, Invoice Amount, Taxable Amount, and Tax Amount.
The report prints and totals based on the Sort
By option chosen.
- When the report is
sorted by Tax Code, totals are given for the jurisdictions that make up
the tax codes.
For example, if a Tax Code is made up of both
a state tax and a county tax, then a total for each appears on the report.
- When the report is
run by Vendor ID, the report is totaled by Vendor.
The From and Thru ranges for Vendor ID and Tax Code
limit the data shown in the report based on selections.
If Print by EntityCompany
is selected, the report prints grouped by EntityCompany
and has a total for each selected EntityCompany.
If Print by EntityCompany
is not selected:
- an
Entitya Company
column shows first for each line to identify the EntityCompany
that the line is for.
- the report prints
for all selected EntitiesCompanies.
A report total always prints.
To Print the Report
- From the eFinancials
menu, select Reports—GL
Reports—Use
Tax.
- Click Select
EntityCompany. Select the EntitiesCompanies for which you want to print the report
and click Done.
- At the Sort
By drop-down list, select a way
to sort the report.
- At the various From
and Thru
fields, use the Lookup icon for each field to enter ranges. Refer to the Fields list
for help.
- To
print the report grouped by EntityCompany with a total for each selected EntityCompany, select the
Print by EntityCompany check box. Otherwise, leave the
check box cleared to list the transactions by Customer.
- At Include Unapproved, accept the default
(checked) to include unapproved transactions in the report. Otherwise,
uncheck
the box to include only approved transactions.
- Select
one of the following report printing options:
- PDF
Format: Print the report in PDF format for use in a PDF viewer,
such as Acrobat.
- Create
Spreadsheet: Prints the report in an Excel spreadsheet.
- 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.
Effect of Permissions
User security permissions must be granted in the System
module to access this menu item.
System—Security—Users—eFinancials—Reports—GL
Reports—Use Tax
See Also
GL
Reports Introduction
Reports
Introduction