Tax-exempt vs. non-taxable sales????

HI PRJ,

GO to Reports> Sales> Detailed Collected, give whatever criteria you have and then generate the report it will tell you where you basically collected the tax. Remeber the Trasnaction # Field is not coming so you need to little bit customized this report.

Also you can go on Reports>Sales>Detail Sales report (customized the .qrp file and add the SalesTax field in it.

Do you know how to do this small customization if not let me know (below is query can be run on administrator program to see which transaction has tax on it) select * from [transaction] where SalesTax0

RATE PLEASE

"PRJ" wrote:

Thank you for the response, but when I run the Tax Collected report it only gives me "State Tax" as a criterion. We only collect that one kind of tax. I just don't understand how it can capture "tax exempt" transactions if I have no idea how they are designated in the first place.

I would appreciate the instruction on what a .qrp file is, and also how to be sure I'm doing the small customization you mention in the other report.

But, mostly, I'm trying to understand what would create a "tax exempt" transaction ??? In December we shipped our first out-of-state orders, and this could be where they came from, except that all I did when I rang up those sales was uncheck the tax box in POS. Would that create a "tax exempt" transaction? No 'reason' code screen comes up when I do that.

-- w> HI PRJ,

I have questioned this as well,

I assume tax exempt gets its data from an item in a transaction where the cashier un-checks the tax box for that item (makes a taxable item non-taxable) and completes the sale. That item would be reported as tax exempt.

You may want to test this.

Dear All, At the customer side the tax-exempt works if you have checked "Customer is exempt from taxes" then during the sales transaction at POS if you select the customer the tax won't calculate mean no transaction also generated for that customer for the tax.

The second thing is mentioned by root at below statement that user can checked and un-check the tax.

"root" wrote:

I've struggled with clear reporting too. We have a website, so we ship quite a few out-of-state orders. Plus, we sell to tax-exempt trade customers (resale). In California, you break these types out separately on your return. None of our customers are strictly tax-exempt--for example, a trade customer can shop for themselves (they pay tax) as well as their client (tax exempt).

Using reason codes works best for us. We require a reason code for tax changes. One reason code is "resale" one is "out-of-state". We report by reason code and date range and get the detail of the item sold, price, transaction#, etc.

If you're not being prompted for tax change reason codes, you need to 1) setup reason codes for sales tax changes in the database menu and 2) require and prompt for reason codes for tax changes in the configuration menu.

"Akber Alwani" wrote:

This is perfect. Thank you.

I was not aware of this. If we make an item set-up mistake, and have the item taxable, when it should not be, in the past the correction would add in with out-of state shipments as exempt. We can now correct that.

BUT.... with that still a possibility, how can I get a report that breaks down exempt sales by reason? I don't recall seeing 'reason' as a report criterion inj that sequence.

It's hidden in the detailed sales report, not the tax reports...go figure.

First, create a basic detailed sales report using date range as the only selection criteria. Then go in and add a column for tax change reason code. I got rid of dept and category, added transaction#, made the tax change reason code the first column and grouped by it. Then memorize it. Voila!

Juli

"PRJ" wrote: