Sales Tax Summary by Tax Group Report

This report is driven from the Sales Tax History table.

Columns Notes

Regular   Tax not included
Invoice Amount

Taxable Amount Portion of invoice subject to tax

Tax Invoiced Charged sales tax

Non-Taxable Amt Portion of invoice not subject to tax

Use Tax Base Use tax base amount

Use Tax  Use tax

Exempt Sales Exempt sales about

Invoice Id AR Invoice Id

Note: if this field is blank, the report line was generated by a work order inventory or other entry subject to Use Tax. Since these entries are written to history when they are entered on the work order, not when the work order is invoiced, the Invoice Id is not available.

Job Id

Tx St  The Tax Status of the Job (Use, Sales, or Exempt)

Totals are displayed in bold for each Tax Authority and State.

*** at the left of a line indicates that the tolerance of a penny has been exceeded between the tax amount generated by SAMPro and the amount calculated by the report.

Computed:
This field is calculated for each Tax Authority, Group and State as follows:

Computed = (Taxable Amount + Use Tax Base) X (Tax Rate)

Diff:
This field is calculated for each Tax Authority, Group and State as follows:

 Diff = Computed – (Tax Invoiced + Use Tax)