Sales Tax Reporting
Question asked by Richard Mast - 6/8/2015 at 2:58 PM
Answered
Our State allows us to file sales tax just on the invoices that we have actually collected the money for.  (Cash Basis)  We would like to be able to print a Sales Tax Report in Atrex using Cash Basis instead of Accrual Basis. 
Does the system store the date on which each particular invoice reaches zero balance?  I need to print a sales tax filing report at the end of the month which contains only invoices that reached a zero balance during that month.
Does this sound like something that can be done with report writer?
Thanks in advance.

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Mark Culos Replied
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Richard,
 
The date of each payment application is recorded (table ARDetail) so it is possible to report on those invoices that are zero balance and the latest payment application date is within your report date range.  If all invoices are created with an outstanding balance then the final payment date is determined in this way.  If you also have fully paid invoices as of the invoice date (i.e.,, payments on orders or invoices), you will need to take that into account.
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Richard Mast Replied
Hi Mark,
Ok, thanks. That gives me hope that I might be able to formulate a report that will work. Can you also make a recommendation of an existing report that would contain all or most of the tables already and would be suitable to modify for this?
Thanks, Richard
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Mark Culos Replied
Employee Post
Richard,

Start with the existing tax report and link in ARDetail using the DetailNum and DetailType to Number and TransType in the invoice table.

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