Reporting on Sales Tax activity varies depending on the country and state/province where business is done. Tradepoint sales tax reporting supports date ranges for monthly, quarterly and yearly.

We recommend having General ledger Accounts setup for each of the sales taxes whether national or provinicial (by state)a business has to collect and report on. An example of this within a General ledger will appear like the example shown below:

Once accounts are setup to parse the correct sales tax either by jurisdiction or based on country code(for national sales taxes) then a G/L search within those accounts for a date range will pull up all the sales tax activity and show how much sales tax has to be paid for a given date range.

Within the G/L we will sort the transactions in the Corporate Sales tax account by date to isolate the sales tax allocated by date.

To sort by date, right click on the header field to drag the Date field from the fields in the Column Chooser into the header within the G/L.

The column Chooser holds additional options which can be dragged and dropped onto the header fields in the G/L to highlight how information is shown.

Fields within the header fields can be dropped back into the Column Chooser to simplify the appearance within the General Ledger.