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.