Overview:
Use the Tax Jurisdiction Reports & Query window to limit transactions and find more detail regarding an amount to remit as payment to Tax Jurisdictions.
Benefits:
- Additional Selection Criteria allows the transactions to be identified more easily to review additional information
Roles:
- Controller
- AP Manager
Additional Content
- Sales and Use Tax Detail Report will show the transactions that had tax implications by Legal Entity OU Id and then by Parent Tax Jurisdiction
- Shows Tax Paid and Tax Accrued separately
- Adding these together is total tax for the date range
- Total Accrued Amount should match the Accounts Payable for the Tax Jurisdiction Vendor
- Shows Tax Paid and Tax Accrued separately
- Tax Journal Summary will show the Amount for the Jurisdiction by Legal Entity OU Id and then OU IdÂ
- both Summary Totals need to be combined to find total tax for the date range
- Note: this is not the total tax accrued to be remitted
- Tax Journal Detail will show the Amount for the Jurisdiction by Legal Entity OU Id
- No need to combine multiple totals as the Jurisdiction subtotal is for all OUs
- Note: this is not the total tax accrued to be remitted
Location:
- Accounts Payable > Inquiries > Tax Jurisdiction Query
- PENTA Reports by Module > Job Management > Sales & Use Reports
Video:
Add video to show using the report and query to find information, as well as describe reasons for using the window vs. a report.