Sales Tax Collected Summary Report
Last updated
Last updated
The Sales Tax Collected Report provides detailed information about the sales transactions subject to taxation, the applicable tax rates, and the total sales tax collected within a specific period. This report serves as a crucial tool for monitoring and managing sales tax liabilities, ensuring accurate record-keeping, and facilitating timely tax filings.
Within this report, we will delve into the structure and content of the Sales Tax Collected Report, highlighting its key components and functionality. By exploring the various sections of the report, users can gain insights into sales tax calculations, tax rates, sales totals, and other relevant financial data.
Step 1: Filtering options to customize the report's parameters.
Region: Specify the region for which the report should be generated.
Sale Order Ship Date/Return Date: Select the starting and ending dates for the shipment of sales orders.
Customer Number: Enter the customer number for filtering the report data or leave it blank.
Report Format: Choose the preferred format for the report output, either PDF or Excel.
Step 2: Click the "Run Report" button
Locate the "Run Report" button and click on it.
This triggers the system to process and generate the report based on the provided criteria.
Step 3: Wait for the report to generate
Depending on the volume of data and complexity of the report, it may take some time for the system to process and generate the report.
Please be patient while the system completes this task.
Step 4: Review the report
Once the report is generated, it will be displayed on the screen.
Carefully review the report, focusing on the information about the number of each column and rows.
Step 5: Save or export the report
If needed, save or export the report for future reference or to share it with others within your organization.
This ensures that you retain the data and can access it whenever necessary.
By following these steps, you can generate the Report and leverage its insights to make informed decisions regarding sales tax management.
