Issue/Symptom/Question

Standard Crystal Report - Accrued Sales Tax

Applies To

Penta for Windows

Accrued Sales Tax

Resolution/Fix/Answer

The Accrued Sales Tax Detail report shows sales tax generated from customer billings for each tax jurisdiction and Legal Entity Organizational Unit.

This report has very simple formatting because it is designed for export to Excel. For information on the best way to generate this report and export to Excel, see How can a crystal report be exported to Excel?

Selection

You can limit record selection and printing of certain records for this report by:

• Legal Entity OU ID

• Tax Jurisdiction State Code

• Tax Jurisdiction ID

Sort

Because this report is intended for export to Excel, this report has no sort order.

Page Breaks

Because this report is intended for export to Excel, this report has no page breaks.

Totals

Because this report is optimized for export to Excel, there are no “official” total or subtotal columns.

Report Code: ar_accrSlsTax_p193_cr11.rpt

Open

Available Parameters:

Open

Example Report Results:

Fields

LE OU - ID of the legal entity OU you ran the report for.

State - Code of the state associated with the sales tax jurisdiction.

Tax Juris - ID of the sales tax jurisdiction.

Tax Juris Descr - Description of the sales tax jurisdiction.

Invoice # - ID of the customer’s invoice.

Customer ID - ID of the customer associated with the Invoice.

Customer Name - The description of the Customer ID.

Gross Amount - The gross amount on the invoice.

Discount Amount - The discount amount applied to the invoice.

Taxable Amount - Amount billed to the customer that is subject to sales tax for the defined period.

Tax Rate - The tax rate effective for the end date of the report date range. Note: Since this is a percent column, 1% will appear as 1.00.

Accrued Tax Amount - The accrued tax for the Legal Entity OU/Jurisdiction combination.