Saturday, September 8, 2018

Generate a sales tax report to Group the county Useful when filing a Sales Tax Return

Currently, we cannot group the sales tax report to display by county; what we can do is to customize the sales tax analysis report to group the tax items, expose the shipping address city, shipping address state and shipping address zip code.

1. Navigate to Reports > Sales Tax US > Sales Tax Analysis > Customize
2. Under Edit Columns > Add Fields > Expand Tax Liability folder > Select Tax Item
3. Move the Tax Item to the First Column > Mark Group box
4. Under Edit Columns > Add Fields > Expand Transaction Dimension > Expand Address folder
5. Select Shipping Address City, Shipping Address State, Shipping Address Zip Code
  

6. Preview

 

 

 

 

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