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

Sales Tax Code, for example: ALB

State, for example: NY

Jurisdiction, for example: NY 2

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

1. From the eFinancials menu, select Reports—Common Reports—Sales Tax Code List.
2. At the From Tax Code field, click the Lookup icon to open a pop-up and select the starting Tax Code for the range you want to see on the report.
3. At the Thru Tax Code field, use the Lookup icon to open a pop-up and select the ending Tax Code 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 Report Format, 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.
7. 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.

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

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

 

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