Taxes Billed

This Help File Page was last Modified on 03/02/2018

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Taxes Billed

This Help File Page was last Modified on 03/02/2018

The Taxes Billed Report provides a list of all Bills entered for a specified period, and which - and at what rate - each of the Bill's Detail Line Items were charged Sales Tax.

Considering the following:

1.The specific Vendors from whom your Company makes Purchases,

2.Where those Vendors are physically located, and

3.Whether the Vendors are (or are not) required to assess Sales Tax on those Purchases,

You Company may be required to separately pay certain Sales Taxes directly to one or more state's Department of Revenue - particularly for items that are not Purchases For Resale (assuming those Purchases will not be charged Sales Tax at the retail level).

 

Vendor Tax Information - identifying the Tax Rate(s) that must be charged - is entered in the Edit Tab on the Vendors Form.

Vendor Classification Codes may also be created to allow you to separate your Company's Vendors into Groups based on your Company's Sales Tax Payment obligations.

There are two ways to access the Taxes Billed dialog:

a)From the Backstage Menu System Select Reports and Choose Payable Reports, or

b)From the Quick Access Menu, Select Reports and Choose Payable Reports.

Then, Select Taxes Billed.

 

Taxes Billed Report tabs - There are three tabs on the Taxes Billed dialog.

Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).

 

HelpFilesTaxesBilledDialog

Taxes Billed dialog - Options tab

 

Report Type - How much detail is needed?

Detail - Be default, each Line Item that was charged Sales Tax on a Bill will be listed with Purchase Amount, the Tax Rate and total Sales Tax Charged, sub-totaled for each Vendor Classification.

Summary - Click Summary to list the total Sales Tax that was Billed, with sub-totals for each Vendor Classification.

 

HelpFilesTaxesBilledReportSummaryByGroup

Taxes Billed Report - Preview tab - Summary by Vendor Classification Code

 

Taxes Billed - Specify the Date Range for this report.

From - By default, it will be the First of the Month of the most recently completed month.  

oUse the Drop-Down Calendar/Date Entry field to Choose a different starting date for this Taxes Billed report.

To - By default, it will be the Last of the Month of the most recently completed month.

oUse the Drop-Down Calendar/Date Entry field to Choose a different ending date for this Taxes Billed report.

Print - Click the Print button HelpFilesPrintButtonNoIcon to Preview and optionally Print (to a File or a Printer) this Taxes Billed report.

To Exit this Report dialog, Click the Close button HelpFilesReportDialogCloseButton toward the bottom of the Options tab.

 

Preview - The Preview tab presents the report which resulted from the Options you've selected.

Up Arrow/Down Arrow - hi - Moves the report one line up, or one line down, respectively.

Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesTaxesBilledReportSample

Taxes Billed Report - Preview tab - Detail option selected

Home - HelpFilesHomeKey- Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.

End - HelpFilesEndKey- Using either the screen Icon or your Keyboard's End key, moves the report to the bottom of the last page.

Arrows - The arrows allow you to move back and forth, from page to page.

Number - Indicates the page number you are viewing.

You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.

If you enter an invalid page number, it will be ignored.

Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.

You may then Click the Up  or Down arrows to set the exact amount of Zoom you want.

Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Taxes Billed Report.

Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.

 

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

 

HelpFilesTaxesBilledDataView

Taxes Billed Report - Data View tab

 

Arrows - Click the arrows to move through the record.

Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons):

Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.

Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.

Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.

To Exit the Data View tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Data View tab.