Sales Tax Reporting

Reports
1

I’m having troubles with my sales tax reporting.

In order to properly report non-taxable sales, I need to break out sales by item, taxes, and reason for tax exemption.

Examples are:

  • Admission fees
  • carryout food products.

All my items are in departments that help me describe the above exemptions.

The only way to get department sales, by item, with taxes, is to run a Sales Detail X report.

The trouble: Sales Detail X, when summed, doesn’t add up correctly. It is generally about 1-2% off.

I can also run a sales by SKU, but it doesn’t include taxes.

How does everyone else file taxes with CA BOE? I can’t be the only one encountering this. Help!

2

Did you ever find a solution to your problem?

3

Yes, it turns out that sales detail X does not sum correctly. I believe the issue was that it duplicates shipping charges across multiple rows, since each row is an item, not an order.

I ended up using sales detail X to get the taxed amounts, and Sales by Tender Detail to report the total revenue.