In the Summary/Detail field, select how to include information: 
Summary or Detail.
The Sales Tax Journal lists the sales taxes your company owes. Use this report to analyze your tax information based on the postings to your General Ledger accounts.
Note: If you want to report for your sales tax return information, use the
You can run the Sales Tax Journal report for any branches and time range you need. You can run the report in a detail format to show individual sales orders and customer names. Running the report in summary format omits those order details. You can also run the report for sales tax that you have collected (Paid) or for sales tax that is owed to you (Invoiced).
The report columns show you amounts for gross sales, full tax sales, and other sales. The report also includes rental agreements. Additional columns show amounts for full tax due, other tax due, and the total tax due for each account. Columns for total tax charged and cash receipts tax adjustments, which are miscellaneous adjustments at the time of payment, may also show. The detailed report format also shows the order number and customer name.
Note: The full sales or taxes are those taxed at the full rate. The other sales or taxes are those taxed at any other reduced rate, such as freight charges that are taxed at a lower rate.
Each tax account is subtotaled, and grand totals for all columns display at the bottom of the report. The report notes that the grand totals may be inflated by sales for tax jurisdictions with multiple general ledger accounts.
For a description of the report, see What the Report Shows at the end of the topic.
To run the Sales Tax Journal:
From the Orders > Reports > Tax menu, select Sales Tax Journal to display the Sales Tax Journal window.
In the Branch/Territory field, enter the name of branches and territories that you want to report on.
In the Start Date and End Date fields, specify the desired calendar date range. You can also specify dates using variable dating.
Note: If you do not specify an end date, the system populates the End Date field with the information you entered in the Start Date field.
In the Summary/Detail field, select how to include information: Summary or Detail.
In the Invoiced/Paid field, indicate whether to calculate the taxes owed by selecting sales transactions by their Invoice Date or Paid Date.
In the Credits field, select one of the following to determine which type of payables to include in the report:
The Sales Tax Journal shows the following information:
Column | Description |
Credits | Indicates if you have included or excluded credits on the invoices. |
Branches | Header field. Lists the branches for which the report was run. For example, if you ran for all branches, the report displays ALL. |
Order # | The order number as assigned by the system including the generation number, such as S001723498.015. Displays in Detail mode only. |
Customer Name | The customer name as defined in the Customer Maintenance record. Displays in Detail mode only. |
Gross Sls | Total sales including taxable and tax exempt sales from all sales including miscellaneous charges, regardless if taxable or non-taxable. |
Full Sls | The taxable amount of regular sales only. The total amount of only the taxable sales exempt orders are not included. For example, we can have an order that overall sales is taxable, but some or all items may be exempt based on product exemption groups, then the sale is included. |
Other Sls | The taxable amount of reduced sales only. |
Full Tax | The tax amount from regular taxable sales. |
Other Tax | The amount from reduced taxable sales. |
Tax Chrgd | The total tax charged. |
CR Tax Adj | The adjustments are made on cash receipts directly to the tax account |
Total Tax | The total tax amount. |
Disclaimer | The system displays a disclaimer alerting you that in order to calculate the tax amount correctly, the system lists the sales amount multiple times if the tax is posted to more than on G/L account. If you want to report for your sales tax return information, use the |
See Also: