Printing Standard Sales Reports
Printing Tax Reports (Standard)
The Monthly Sales Tax Report shows sales tax information for each invoice. This is the exact amount that goes to the state or city in the form of sales taxes.
The Combined Districts Report provides information on combined tax districts and lists tax information by district and invoice. The information for each district appears on a separate page. The Combined Districts Report also shows state taxes calculated using the State Tax % field in the (LØ) Global Master Parameters screen and a tax recap summarizing the sales dollars and total tax owed for each district and for state tax calculated from the (LØ) screen.
The default sorts for both reports are by tax district and invoice number within tax district. There are no default limits for these reports.
Note: New users should also see Printing the Monthly Sales Tax Report (Custom).
In the (UR) Sales Reports screen, select the [D] Monthly Sales Tax Report code.
If you did not specify T or Z in the Commissions/Taxes On Paid Invoices field in the (LØ) screen, go to Step 4.
If you specified T or Z in the Commissions/Taxes On Paid Invoices field in the (LØ) screen, the Tax On Paid Invoices prompt appears. To calculate taxes on all invoices, type N. Go to Step 4.
To calculate taxes on paid invoices only, type Y.
At the Is This The Final Run prompt, type Y if this is the final run. The commission and/or tax paid on paid invoices is marked and purged from the JOUR-P file. These figures are not included on future reports.
If this is not the final run of this report, type N. The commission and/or tax amount paid on paid invoices is included on future reports.
In the Sort field, press Enter to print the Monthly Sales Tax Report.
To print the Combined Districts Report, tab to the second sort field. Type ? (question mark). Press Enter. This report prints only if you type the question mark (?) in the second sort field.
Limits define the information included in a report. You set limits by specifying a range of information (account numbers, item numbers and customer names, for example). Information falling within the range is included in the report; information outside the range is excluded. For example, when generating a salesperson report, you can limit the report to only salesperson numbers within a certain range, or even to one specific salesperson number.
You can set several limits for a report. However, a record must meet all the limits to be included in the report.
To limit the report, tab to the fields to use and enter the beginning range in the From field. Enter the ending value in the To field. To limit the report to a single piece of information, enter the same thing in both From and To fields.
To include all of the applicable information, press Enter. Go to Step 6.
Use the Slsm From and To fields to limit by salesperson number.
Use the Cust From and To fields to limit by customer number.
Use the Invoice From and To fields to limit by assigned invoice numbers and their extensions. If you specify invoice numbers with no extensions, all invoices with the specified number print.
Use the Contract From and To fields to limit by contract number.
Use the Dates From and To fields to limit by invoice date.
Use the District From and To fields to limit by tax district.
Use the Writer From and To fields to limit by order-taker number.
In the Location field, enter the G/L location for which to print the report.
In the Printer field, enter the name of the printer to use.
Note: You must use wide paper or set your printer for compressed print (17 characters per inch) to print this report. To set your printer for compressed print, change the print setting manually. Refer to your printer manual for instructions.
In the Copies field, enter the number of copies to print.
In the Totals Only field, you can print the entire report or omit detail. Type N to print the entire report.
To print totals only, type Y. The report includes the following:
Total taxable amounts for each tax district
Total nontaxable amounts for each tax district
Sales tax amount for each tax district
Totals for all districts.
In the File field, enter the name of the sales journal from which to gather information for this report. To accept the default sales journal, JOUR-S, press Tab. To use information from a previous month’s sales journal, enter the name you gave that file during the month-end procedure.
In the Volume field, enter the volume serial of the unit where the file is located. The default volume serial comes from the Sales Jour field in the Volume Serials Record of the (LØ) screen. To accept the default volume serial, press Tab.
The selected sales journal updates the monthly information. The current month’s usage information is added to the year-to-date totals. The report prints.
See also:
Month-End Sales Journal Procedures