This table was added in version 7.1 to enable better sales tax reporting for our developers and for third-party products such as Crystal Reports. Access to this viewer should be limited to read-only access for report-writers; the fields in this viewer should NEVER be altered by users.
The Sales Tax Summary by Tax Group Report runs off of the contents of this table.
Tax History Id: Source Journal: Transaction Id: Source Journal Rn:
Source Tab: Period Id: Date Effective: Description:
This portion of the viewer provide lists the source journal information for this entry.
PO Id: Vendor Id:
WO Id: Job Id: Cost Cost: Bill Item: Cost Category:
Inventory Idem Id: Item Description: Quantity: Unit Price: Reversal:
Posted By: Date Posted: Time Posted
This portion of the viewer lists the applicable detail for this line, whether or not it was generated by a reserval, and the user, date and time of the entry.
Tax Type Id: Tax Group Id: Tax Authority Id: Tax Rate:
Note that both the Tax Group and Authority are recorded.
AP Invoice Id: Tax Base AP: Tax Amount AP:
These fields are recorded when the following entries are made or edited:
AP Journal’s Tax Tab (when a vendor invoice is vouchered).
AR Invoice Id: Invoice Amount AR:
This fields are generated when an AR Sales journal entry is made (either directly, when an invoice is posted, or an invoice is reversed).
Tax Base AR: Tax Amount AR:
These fields would be completed if this line is sales taxable (for example, sales tax on an inventory item) and the job is sales taxable.
For example, if $150 of materials was recorded on a Sales Tax Job, the AR Invoice fields would be completed as follows for a tax rate of 3%:
AR Invoice Id: 10233
Invoice Amount AR: 150.00
Tax Base AR: 150.00
Tax Amount AR: 4.50
Tax Exempt AR: 0
Amnt Not Taxable AR: 0
Tax Exempt AR:
If this line was recorded for a Tax Exempt job, the tax exempt amount will be recorded in this field.
For example, if $540 of materials was recorded on a Tax Exempt Job, the AR Invoice fields would be completed as follows:
AR Invoice Id: 10307
Invoice Amount AR: 500.00
Tax Base AR: 0
Tax Amount AR: 0
Tax Exempt AR: 500.00
Amnt Not Taxable AR: 0
Amount Not Taxable AR:
If this line was recorded for a Sales Taxable Job, but the line itself was not subject to taxable, this field will be completed.
For example, if $200 of labor was recorded on a Sales Tax Job, the AR Invoice fields would be completed as follows:
AR Invoice Id: 10443
Invoice Amount AR: 200.00
Tax Base AR: 0
Tax Amount AR: 0
Tax Exempt AR: 0
Amt Not Taxable AR: 200.00
Use Base Use: Tax Amount Use:
For Work Orders referencing Use Tax jobs, these fields will be completed when Work Order Inventory or Other lines are entered / edited, or a PO referencing a Use Tax WO is received, assuming that the sys-ffv-global-settings registry option InventoryCostIncludesTax=true is NOT set.