Select EntityCompany

Click to select EntitiesCompanies 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 Customer ID.

From Customer ID / Thru Customer ID

To run the report for a specific Customer or Customer ID range, click the Lookup icon to display a pop-up and then select a starting Customer ID. Repeat the process to select an ending Customer 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/Fiscal Year. 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.

This report lists Customer sales tax history for the selected accounting Period/Fiscal Year and is sorted by Tax Code or by Customer ID.

For each item, the report shows the Billing, Description, Period, Year, Billing 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 Customer ID, the report is totaled by Customer.

The From and Thru ranges for Customer 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.

1. From the eFinancials menu, select Reports—GL Reports—Sales Tax.
2. Click Select EntityCompany. Select the EntitiesCompanies for which you want to print the report and click Done.
3. At the Sort By drop-down list, select a way to sort the report.
4. At the various From and Thru fields, use the Lookup icon for each field to enter ranges. Refer to the Fields list for help.
5. 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.
6. 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—GL Reports—Sales Tax

 

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