Menu Path: Customer Service Order Options Sales Tax Sales Tax Report
Display taxes assessed on sales or returns by location or filing jurisdiction.
Use Sales Tax Report to generate a sales tax report that simulates a general tax form used in reporting to filing jurisdictions (for example, states within the United States). It is based on a specific range of dates or accounting periods and displays data by locations or filing jurisdictions. For more information, see Sales Tax FAQ.
Button |
Description |
Exit |
Click this button to close the Sales Tax Report window. |
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Click this button to output the report. |
Field or Button |
Description |
Select this to include all countries on the report. This check box is selected by default. |
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Enter a country code to include on the report, or click the Lookup button to select a country code. This field is only enabled if you clear the All Countries check box. For information on setting up country codes, see Country Maintenance. |
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This field displays the country name for the country code entered in the Country field. |
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Select this check box to include all states/provinces on the report. This check box is selected by default, and is only enabled if you enter a country code in the Country field. |
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Enter a state or province code to include on the report, or click the Lookup button to select a state or province code. This field is only enabled if you clear the All States check box. |
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This field displays the name of the state or province if you enter a state or province in the State field. |
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Select this check box to include all location prefixes on the report. This check box is selected by default. For more information on location prefixes, see Sales Location / Shipping Location. |
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Enter a location prefix to include on the report, or click the Lookup button to select a location prefix. This field is only enabled if you clear the All Locations check box. |
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Enter a location name to include on the report, or click the Lookup button to enter a location name. This field is only enabled if you clear the All Locations check box. |
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Select this check box to include all filing jurisdictions on the report. This check box is selected by default. |
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Enter the first filing jurisdiction ID in a range of jurisdiction ID's to include on the report, or click the Lookup button to select a jurisdiction ID. This field is only enabled if you clear the All Filing Jurisdictions check box. |
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Enter the last filing jurisdiction ID in a range of jurisdiction ID's to include on the report, or click the Lookup button to select a jurisdiction ID. This field is only enabled if you clear the All Filing Jurisdictions check box. |
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Select this check box to include all sales tax jurisdictions on the report. This check box is selected by default. |
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Enter the first tax jurisdiction ID in a range of tax jurisdiction ID's to include on the report, or click the Lookup button to select a tax jurisdiction ID. This field is only enabled if you clear the All Tax Jurisdictions check box. |
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Enter the last tax jurisdiction ID in a range of tax jurisdiction ID's to include on the report, or click the Lookup button to select a tax jurisdiction ID. This field is only enabled if you clear the All Tax Jurisdictions check box. |
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Select this check box to include all sales tax codes on the report. This check box is selected by default. |
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Enter the first tax code in a range of tax codes to include on the report, or click the Lookup button to select a tax code. This field is only enabled if you clear the All Tax Codes check box. |
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Enter the last tax code in a range of tax codes to include on the report, or click the Lookup button to select a tax code. This field is only enabled if you clear the All Tax Codes check box. |
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Select one of the following options:
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Click the Lookup buttons to select the first period and year to include on the report. These buttons are only enabled if you select the Periods radio button. |
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Click the Lookup buttons to select the last period and year to include on the report. These buttons are only enabled if you select the Periods radio button. |
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Enter the first date to include on the report, or click the drop-down arrow to select a date. This field is only enabled if you select the Dates radio button. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the last date to include on the report, or click the drop-down arrow to select a date. This field is only enabled if you select the Dates radio button. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Select one of the following options for creating subtotals on the report:
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Select this check box to include invoice line item details on the report. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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