Sales Summary - Fields

Tax Code

This field displays the tax code selected at the Tax Code field in the Sales Tax Account Maintenance window, and can only be viewed.

As of Date

All adjustments made to the summary information are recorded as of the date entered in this field. The "as of" date is printed on the Sales Tax Report for adjustment entries made to the Summary Info fields.

Taxable Sales

This field provides tax history information and is updated automatically as invoices are processed. Accumulated amounts are displayed for all invoices dated on or before the "as of" date. To adjust the amount, enter the accumulated amount as of the date displayed. For state codes, enter the accumulated amount for all county and local taxes within that state. For county codes, enter the accumulated amount for all localities within that county. For local codes, enter the amount for that local jurisdiction.

Nontaxable Sales

This field provides tax history information and is updated automatically as invoices are processed. Accumulated amounts are displayed for all invoices dated on or before the "as of" date. To adjust the amount, enter the accumulated amount as of the date displayed. For state codes, enter the accumulated amount for all county and local taxes within that state. For county codes, enter the accumulated amount for all localities within that county. For local codes, enter the amount for that local jurisdiction.

Taxable Freight

This field provides tax history information and is updated automatically as invoices are processed. Accumulated amounts are displayed for all invoices dated on or before the "as of" date. To adjust the amount, enter the accumulated amount as of the date displayed. For state codes, enter the accumulated amount for all county and local taxes within that state. For county codes, enter the accumulated amount for all localities within that county. For local codes, enter the amount for that local jurisdiction.

Nontaxable Freight

This field provides tax history information and is updated automatically as invoices are processed. Accumulated amounts are displayed for all invoices dated on or before the "as of" date. To adjust the amount, enter the accumulated amount as of the date displayed. For state codes, enter the accumulated amount for all county and local taxes within that state. For county codes, enter the accumulated amount for all localities within that county. For local codes, enter the amount for that local jurisdiction.

Taxable Tax

This field provides tax history information and is updated automatically as invoices are processed. Accumulated amounts are displayed for all invoices dated on or before the "as of" date. To adjust the amount, enter the accumulated amount as of the date displayed. For state codes, enter the accumulated amount for all county and local taxes within that state. For county codes, enter the accumulated amount for all localities within that county. For local codes, enter the amount for that local jurisdiction.

Exempt Sales

This field provides tax history information and is updated automatically as invoices are processed. Accumulated amounts are displayed for all invoices dated on or before the "as of" date. To adjust the amount, enter the accumulated amount as of the date displayed. For state codes, enter the accumulated amount for all county and local taxes within that state. For county codes, enter the accumulated amount for all localities within that county. For local codes, enter the amount for that local jurisdiction.

Sales Tax Invoiced

This field provides tax history information and is updated automatically as invoices and cash receipts are processed. The accumulated amount is displayed for all invoices and cash receipts dated on or before the "as of" date. To adjust the amount, enter the total sales tax amount invoiced for each state as of the date displayed. This field does not apply to county or local codes.

Sales Tax Collected

This field provides tax history information and is updated automatically as invoices and cash receipts are processed. The accumulated amount is displayed for all invoices and cash receipts dated on or before the "as of" date. To adjust the amount, enter the total sales tax amount collected for each state as of the date displayed.