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Select Accounts Receivable Reports menu > Accounts Receivable Sales Tax Report.

This task is available only if the Sales Tax Reporting check box is selected in the Accounts Receivable Options window.

Use Accounts Receivable Sales Tax Report to provide a recap of all sales tax information by tax code. This report can be printed in summary or detail format and includes taxable sales, nontaxable sales, taxable freight, nontaxable freight, taxable tax, exempt amount, and sales tax amount for each tax code. The accumulated sales tax collected is printed for each tax code and primary tax code.

• Cleared information appears on the report with zero amounts for the taxable and nontaxable columns. Clear records are the result of using the AP from AR Clearing utility to pay off Accounts Receivable invoices that contain sales tax.

• Recap information appears on the report with the sales tax collected amount for the day. Recap records are the result of using the Cash Receipts Journal, Accounts Receivable Sales Journal, and Sales Order Sales Journal for invoices paid in full that contain sales tax.

The report reflects all sales tax from all invoices recorded since the last time the report was printed and the file was cleared. This report should be printed and the file be cleared before processing any invoices for the next tax reporting period. To purge sales tax detail, use the Purge Sales Tax History option in Period End Processing.

The Accounts Receivable Sales Tax Report offers multiple print options. When the Print by Primary Tax Code check box is selected and your state is defined as the first tax code within the tax schedules, the report provides subtotals by all primary tax codes, as defined in Library Master Sales Tax Schedule Maintenance. If your state is defined as the first tax code within the tax schedules, the report also prints by state.

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