Previous pageReturn to chapter overviewNext page



To run a sales tax report choose from the Main Menu  option 6,2,3

("Itemized Sales Report"


Then on the "itemized sales report" screen, select the desired date range

(option 7) Change option E from "regular" to "sales tax"


Then start the report. (you may want to change option P from "Display"

to "Compressed" to print it out, but we'd suggest you first display it



Normally the report will show you together both the items on which you

charged tax and the items you did NOT charge tax but you can change this

so show only the non taxed items or to only show the taxed items. You may

want the taxed and non-taxed reports separately to get totals that help

fill out your sales tax forms. However you should always scan the list

of non-taxed items in case certain items that should have had tax were

accidentally non-taxed (because you would be liable for tax on those

items even if you did not collect it from the customer.)


When you start the report, it will ask you if you want to include or

exclude customer returns (negative sales) and will ask you what state

you want. Normally you just press Enter to skip those questions unless

you have specific reasons.


Normally you wouldn't bother selecting a specific range of major codes.

But you could re-run the report with a range of major codes if you wanted

to get a subtotal on, say, the repairs or other service area - assuming

that repairs and other service are in a contiguous class code range.


*Note: If you process customer returns, it is very important that you enter

it as a *new* sale dated on the date of the return. You must not edit the

old sale or date the new sale as the date of the original sale because that

would affect sales and sales tax reports from previous days or months that

will already have been accounted for.