Sales Tax report

The Sales Tax report details the amount of taxes that you have collected for which tax authority if you are using Advanced Tax or the Avalara AvaTax integration, which allows you to attribute tax details to a tax authority. Taxes collected using Simple Tax (that is, without tax schedules and tax details) are summarized at the bottom of the report and labeled "Total Other Taxes."

You can choose the time period, and filter the report by item tax group, contact tax group, tax authority, and other criteria. For each tax authority, the report shows taxable, non-taxable, and total sales, and the tax rate and amount of tax collected and payable as of date you specify.

Who typically needs this report?

• Data entry clerks who need to look at an audit trail to make sure everything was entered correctly.

For information on terms that may differ in your location, see Terminology across locales.

To generate this report, go to Accounts Receivable > All > Reports > Sales tax report.

View a monthly report

1. On the report settings page, select View.

   The report displays all results for the default reporting period.

2. To refine the report, select Customize.

Customize and run

Before running the report, you can select the time period and types of items to include as well as specify how you want the report to appear.

1. Select the reporting period from the dropdown menu, or enter the start and end dates you want the report to cover. If you do not specify a reporting period, the system generates a report for the current month to date.

   You can specify either the reporting period or the start and end dates, but not both.

2. Set the filters to get the specific data you want.

   Filters enable you to include or exclude specific types of data in the report, such as vendor and location. As a general rule, to get fewer and more precise results in your report, set more filters.

3. Format the report.

   Format options vary from report to report. Generally, you can set the layout of the report and/or arrange how to group and display the data contained in the report.

4. Type a title, subtitle, and footer text for your report.

5. Do one of the following:

   How to work with reports

   To:	Select:
   View the report now, in your browser.	View
   Display the report in PDF format so you can print it or save it to your local drive.	Print
   Generate the report and store it for later access. Available formats include HTML, printable (PDF), Excel, CSV (comma-separated value), and Text. Reports can be stored: In Intacct In the My stored reports list Delivered to a cloud storage location, such as Dropbox Learn more about processing and storing reports.	Process and store
   Add the report to your dashboard.	Add to dashboard
   Memorize (that is, save) the report in the Memorized reports list so that later you can refer back to it or modify and re-run it. You can schedule memorized reports to run on a recurring basis. Intacct can automatically email the reports or deliver them to a cloud storage location.	Memorize
   Export the report to a separate file that you can then distribute or save to your local drive.  Available file formats vary among reports.	Export

   After you run a report, you can either email it to others or return to the Report Settings page to refine the results.

   Share and refine reports

   After running the report, to...	Select
   Email the report to others.	Email
   Return to the main report page and refine the report further.	Customize

 

Time period

You can use one of the pre-defined reporting periods available from the Reporting period and As of date options, or create your own reporting period using the Start date and End date option.

Report filters

You can filter the list by account label tax group, item tax group, contact tax group, tax authority, or other dimensions.

1. To include only taxes that you have collected for a specific account label tax group, select the Account label tax group dropdown list, and then select the tax group.
2. To include only taxes that you have collected for a specific contact tax group, select the Contact tax group dropdown list, and then select the tax group.
3. To include only taxes you have collected for a specific tax authority, select the Tax authority dropdown list, and then select the tax authority.
4. To include accounts with zero balances only if they are active, select the Show zero activity checkbox.
5. To select a detail level for the report, select the Report type option for the detail level you want.
   • The Summary report type condenses all account details to a single line
   • The Detail report type displays one line per customer per account. It also includes additional columns of information.
6. To display line items, select the Show dropdown list, and select Lines. To display only taxable sales, select the Show dropdown list, and select Taxes.

7. To display all tax authorities or just a subset, select the Show For dropdown list, and then select All authorities, This authority, or Child authorities. This filter works with the Tax authority filter.

Formatting

Use this section to specify how to group the data and change the page layout of the report.

Titles and footer

Titles, subtitles, and footers apply only to the PDF version of this report.

Generate a PDF version

1. Open the report and select Graph.
2. From the graph page, select Print.

1. Enter the title in the Report title 1 box.

   • This title displays in large type at the top of the page, directly under your company name.
   • You can enter over any default name that the system might have automatically supplied in this box.

2. Enter the subtitle in the Report title 2 box.

   This subtitle displays in smaller type, directly beneath the main title.

3. Enter the footer text in the Footer text box. Footer text displays at the bottom center of the report.

When outputting to PDF, Standard reports automatically include the Created on timestamp and page number at the bottom of the page.

What's in this report?

The default Sales Tax Report consists of the following columns:

Report column heading	Description
Total sales	The amount of the Accounts Receivable invoice that is not tax is the sale amount.
Adjustments	Shows adjustments due to discounts and similar calculations that reduce the taxable amount of the total sale. For example, assume that the total sale is equal to the line item amount on the invoice, which is $1,000. But you gave a 10% discount on that line item. The tax is calculated after the discount is applied. Consequently, the taxable sales amount is $1,000 to $100 (10% discount) or $900.
Taxable sales	If customer is taxable and the account label associated with the invoice line item is taxable, then the amount for that line is the taxable sale amount less any adjustments.
Non-taxable sales	If the account label does not have the Taxable checkbox selected, the amount for the corresponding line item in an invoice posts to non-taxable sales. If the customer is non-taxable, then all the line items of an invoice are non-taxable sales.
Tax rate (%)	Shows the effective tax expressed as a percentage.
Tax collected	Amount paid to the Sales tax payable lines of the invoice.
Sales tax payable as of <date>	For basic tax calculations, the sales tax payable amount when "Is Tax" is enabled for the account label. For advanced taxes, the sales tax payable is the amount calculated using tax schedules.

You can select any link to drill down to the details.