The Sales Tax Report provides a detailed summary of sales tax information collected across various work sites in different states. This report references issued invoices, presenting key data points such as:
- Invoice Number: A unique identifier for each invoice.
- Issue Date: The date the invoice was generated.
- Customer Name: The name of the client associated with the invoice.
- Work Site: The specific location where services were rendered.
- Taxable Sales: The total value of sales subject to taxation.
- Tax Amount Collected: The corresponding tax amount collected based on the taxable sales.
This report ensures accuracy and transparency in tracking tax obligations and serves as a valuable resource for financial auditing and compliance.
How to build it...
If you need to create a Sales Tax Report, go to the lateral menu of your instance and click the tab "Invoice", you will see the option "Sales Tax Report"; open the tab and you will see the filters for you to input the information desired for the system to build the report.
Filters it contains:
- State Selection
- To & From Date Selection
Once you click the blue button "Generate report" that is below the filters previously set, the report will automatically downloaded to your device in PDF format.
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