Sales Analysis > Reports > Sales Tax

Sales Tax

You use the Sales Tax program to generate a tax report reflecting the Sales tax that is payable on all items sold since this report was last run.

The values in this report are updated each time you use the Sales Analysis Update program to extract the daily sales transactions recorded in the Accounts Receivable and Sales Order modules.

[Note]

  • If your nationality code is set to USA (System Setup) and you enabled the option: USA Tax by advanced geocodes or the option: USA AVP sales tax system (Tax Options) then you should use the equivalent Advanced Sales Tax report.

  • If you are using EU tax, then you should use the equivalent Sales Tax for EU report.

Report Options

Field Description
Report type  
Summary Select this to exclude detail invoice information from being printed on the report. Only an analysis of the tax is printed.
Detail Select this to print detail invoice information as well as an analysis of tax on the report.
Report sequence  
Invoice date

Select this to print the report in invoice date sequence.

When you select this option, the report is generated in the following sequence:

  • Transaction year
  • Transaction month
  • Invoice date
  • Register number
  • Invoice number
  • Invoice line number
Branch Select this to print the report in customer branch sequence.
Geographic area Select this to print the report in geographic area sequence.
Reprint Select this to print a tax report that has been printed at least once before for the entered period.

Selections

In addition to the report options that can be selected, the following selection criteria can be indicated:

Selection Description
Period selection

Indicate the period(s) for which you want to generate the report.

[Note]

If you are not reprinting the report, then the Period selection defaults to Single and cannot be changed.
Date selection Indicate the date(s) for which you want to include tax figures in the report.
Tax code selection

Indicate the tax code(s) for which you want to reprint the report.

[Note]

If you are not reprinting the report, then the Tax code selection defaults to All and cannot be changed.

Output Options

These options enable you to apply a theme to the report and to define multiple output destinations for the report once it has been compiled (SRS Output Options).

Report Details

[Note]

The sales tax code summary page printed at the end of the report always prints the summary tax code figures for the current month, regardless of the period you select to print or reprint.

f any of your Default sales tax codes are set to {none} (Tax Options - Options tab) then a blank tax code with a description of 'Non-taxable exempt amount' could be printed on the report. This occurs when you invoice a sales order for a tax exempt customer against those tax codes. Because you cannot enter a tax code on the sales order for a tax exempt customer and no default tax code is defined, the Sales Analysis Update program creates its own entry in the Admin Tax Master table/file with a blank tax code with the description 'Non-taxable exempt amount'. The tax values are not affected because the customer is exempt from tax, so the tax value is zero.

A blank tax code indicates that the item is non-taxable, or exempt from taxation, regardless of whether it is stocked or non-stocked. However, if a stock code is linked to a tax code, even if it is zero rated, it is not seen as exempt from tax. Only if there is a blank tax code against the stock code will this show as exempt from tax on the tax report.

Blank tax codes are included in the report if you selected a range of tax codes that included the space tax record.

The Sales Analysis Update program also creates blank tax codes to accumulate values from ArTrnTax.BlankTaxableValue.