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Sales Tax Exempt vs. Non

I did a search for past discussion of this, but I didn't find anything....

In the sales tax analysis report that is run, is there any way to get a detail of what transactions are included (where it got that figure)?

I suspect our exemptions vs our non-taxable sales are being stored incorrectly, as there is no way at the transaction level for the cashier to designate why the tax is not being charged. (Out of state is non-tax, vs. someone who has a resale certificate is exempt). We don't select the customer exempt option because not everything we sell qualifies for exemption. If a cashier simply unchecks the box at checkout, is that automatically a Non-tax?

Other program we used had a pulldown to select tax, non or exempt, which was then stored for reporting.

Thanks for any insight.

Reply to
miranda
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You can set up reason codes for tax changes, then mark them as required in SO MAnager, File/COnfiguration, Options, Reason Code Options... Reason Codes for Tax change are applied at the Line Item level I believe...

Reply to
Glenn Adams [MVP - Retail Mgmt]

Here is a report that might help. mt

"Glenn Adams [MVP - Retail Mgmt]" wrote in message news: snipped-for-privacy@TK2MSFTNGP15.phx.gbl...

begin 666 Custom - Customer Tax Expt.qrp M+R\M+2T@4F5P;W)T(%-U;6UA

Reply to
Masta T

If I did that, would I be able to run a report or at least pull that data out of SQL without too much trouble to accurately do our sales tax?

Reply to
miranda

I think the report attached to Masta T's last post would help with that...

Yes, Reason Codes are reportable, although I don't remember if the Tax Reason Codes are included on any reports by default - check the detailed sales reprot and see if you can find them under Show/Hide columns...

Reply to
Glenn Adams [MVP - Retail Mgmt]

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