PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.

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Home > Reports > Sales Tax Report
Sales Tax Report

    
NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and myStratus Desktop.

The Sales Tax Report provides all of the non-taxable and taxable sales, sales tax, shipping costs, and the total for each tax location and tax rate sales tax for the period selected. The report is available as either a Summary report or a Detail report. Use the Subscribe button to receive automated email delivery of this report on scheduled days or date. See also Saved Reports and Subscriptions

ATTENTION!

Invoice Postings are an important part of the Sales Tax Report. The invoice posting applies your accounting rules to your transactions, letting the software know when sales tax is due. The Sales Tax Report is recommended to be based on the posting date of the invoice, NOT the invoice date - but the option is still available depending on your needs. If you have not posted invoices, and run the report based on that setting, your report will be blank! For more information on posting your invoices see the Accounting chapter.

  • Sales Tax Summary Report - Provides totals for each tax location and tax rate.
  • Sales Tax Detail Report - Shows the tax information for each invoice within each tax location and tax rate.

Printing a Sales Tax Report

  1. Go to Reports > Sales Tax Report.

  2. Select Summary or Detail report, or Both.

  3. Select the Date Range and Report Header Description. The report has the option to pull information based on the Invoice Posting Date, Invoice Date, Payment Posting Date, or Payment Date. Select the option that matches your Sales Tax Requirements. If you do not post Invoices or Payments, then you should use the Invoice Date or Payment Date options - Note: This will include ALL Invoices/Payments of that date range in the report.

  4. Then click Preview Report to see a preview.

  5. You can print the report or export it to a PDF file.



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