Skip to main content

Universal Sales Tax [report] [A/R]

Universal Sales Tax [report] [A/R]​

From the DockMaster menu, select Accounts Receivable > Reports > Universal Sales Tax

The Universal Sales Tax report will give the customer the ability to print a Sales Tax Report for any tax calculation made from any module. This Sales Tax Report will give the customer the ability to print a report that shows Total Sales, Non-taxable Sales, Taxable Sales Exempt Sales and Tax Amount.

Other features of the Universal Sales Tax Report:

  • Includes a Tax Paid Column to accommodate surtaxes. This report should be used by both USA and Canada.
  • The ability to print for one, multiple or ALL Location Codes. The report will sort by location then by state then by rate, break and total on location, state and rate.
  • The ability to print for one, multiple or ALL States. The report will sort by state then by rate, break and total on state and rate.
  • The ability to print for one, multiple or ALL Postal Codes. The report will sort by Postal Code then by rate, break and total on Postal Code and rate.
  • The ability to print for one, multiple or ALL Tax Codes.
  • Includes the GST paid from Accounts Payable Invoices for GST paid column on the Canadian Tax Report.
  • Reports will include only the invoice amount taxable for each tax rate.
  • Report will Print By-Level By-Code

To begin:

  • Starting Sales Date: Enter in a date to begin pulling taxes calculated.
  • Ending Sales Date: Enter in a date to stop pulling taxes calculated.
  • Detail or Summary: Select if you want the report printed in Summary or Detail. Summary will print a one-line transaction summary total by day. Detail will print every transaction that was taxed during the dates specified.

Specifics:

  • You can be specific to one or multiple Postal, Tax, State, or Location codes. To add a specific code, select the area you want to be specific in by clicking in the grid to the right of the code. Enter in the code or select the List F6 from the Command Panel or press the F6 key. Note: Leave the specifics blank if you want all codes.
  • Press the Print button from the Command Panel when you are ready to run/print the report. Once the Print button is pressed, the Report Generator window will be displayed. See image below.
  • If a default Sales Tax Report was maintained in the Account Receivable parameters that will be the report generated. To revert back to the standard DM. AR. SALESTAXREPORT, simply remove the default report that was entered in the Accounts Receivable parameters.
  • From the Report Generator window, select the Generate Report button from the Command Panel to run the report as is. If you want to change the way the information is printed, make necessary changes first, then generate the report.
  • Under the Advanced Tab of the Report Generator screen, there is a Preliminary Command prompt. This prompt defaults the program Process Tax Report Specifics. The report will require this program to properly select tax codes when running the tax report. These specifics allow you to report on multiple tax codes, multiple locations or multiple zip codes
  • Run Saved AQL Statement – If this option is checked, you have the ability to run/save a modified AQL Statement. For example, if you wanted to change a specific value for this report and didn’t want to change it each time you ran the report, check this box. The updated report defaults.
  • In the Advanced Tab of the Report Generator, there is a check box called Suppress Grand Total. This option is checked by default and when checked, the grand total lines WILL NOT print on the bottom of the report.
  • Print Controller: Select the appropriate printing options to view your report.