Sales Tax Exempt vs. Non

Posted by miranda@lakesidefibers.com on October 12, 2005, 11:08 am

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I did a search for past discussion of this, but I didn't find
anything....

In the sales tax analysis report that is run, is there any way to get a
detail of what transactions are included (where it got that figure)?

I suspect our exemptions vs our non-taxable sales are being stored
incorrectly, as there is no way at the transaction level for the
cashier to designate why the tax is not being charged. (Out of state is
non-tax, vs. someone who has a resale certificate is exempt). We don't
select the customer exempt option because not everything we sell
qualifies for exemption. If a cashier simply unchecks the box at
checkout, is that automatically a Non-tax?

Other program we used had a pulldown to select tax, non or exempt,
which was then stored for reporting.

Thanks for any insight.

Posted by Glenn Adams [MVP - Retail Mgmt on October 13, 2005, 4:27 pm

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You can set up reason codes for tax changes, then mark them as required in
SO MAnager, File/COnfiguration, Options, Reason Code Options... Reason
Codes for Tax change are applied at the Line Item level I believe...

--
--
Glenn Adams
Tiber Creek Consulting
http://www.tibercreek.com
glenn@tibercreek.com
----------------------------------------------
Please DO NOT respond to me directly but post all responses here in the
newsgroup so that all can share the information

>I did a search for past discussion of this, but I didn't find

> anything....

> In the sales tax analysis report that is run, is there any way to get a

> detail of what transactions are included (where it got that figure)?

> I suspect our exemptions vs our non-taxable sales are being stored

> incorrectly, as there is no way at the transaction level for the

> cashier to designate why the tax is not being charged. (Out of state is

> non-tax, vs. someone who has a resale certificate is exempt). We don't

> select the customer exempt option because not everything we sell

> qualifies for exemption. If a cashier simply unchecks the box at

> checkout, is that automatically a Non-tax?

> Other program we used had a pulldown to select tax, non or exempt,

> which was then stored for reporting.

> Thanks for any insight.

Posted by Masta T on October 13, 2005, 4:57 pm

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Here is a report that might help.
mt

> You can set up reason codes for tax changes, then mark them as required in

> SO MAnager, File/COnfiguration, Options, Reason Code Options... Reason

> Codes for Tax change are applied at the Line Item level I believe...

> --

> Glenn Adams

> Tiber Creek Consulting

> http://www.tibercreek.com

> glenn@tibercreek.com

> ----------------------------------------------

> Please DO NOT respond to me directly but post all responses here in the

> newsgroup so that all can share the information

>>I did a search for past discussion of this, but I didn't find

>> anything....

>> In the sales tax analysis report that is run, is there any way to get a

>> detail of what transactions are included (where it got that figure)?

>> I suspect our exemptions vs our non-taxable sales are being stored

>> incorrectly, as there is no way at the transaction level for the

>> cashier to designate why the tax is not being charged. (Out of state is

>> non-tax, vs. someone who has a resale certificate is exempt). We don't

>> select the customer exempt option because not everything we sell

>> qualifies for exemption. If a cashier simply unchecks the box at

>> checkout, is that automatically a Non-tax?

>> Other program we used had a pulldown to select tax, non or exempt,

>> which was then stored for reporting.

>> Thanks for any insight.

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`
end

Posted by miranda@lakesidefibers.com on October 14, 2005, 7:48 am

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If I did that, would I be able to run a report or at least pull that
data out of SQL without too much trouble to accurately do our sales tax?

Posted by Glenn Adams [MVP - Retail Mgmt on October 14, 2005, 5:50 pm

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I think the report attached to Masta T's last post would help with that...

Yes, Reason Codes are reportable, although I don't remember if the Tax
Reason Codes are included on any reports by default - check the detailed
sales reprot and see if you can find them under Show/Hide columns...

--
--
Glenn Adams
Tiber Creek Consulting
http://www.tibercreek.com
glenn@tibercreek.com
----------------------------------------------
Please DO NOT respond to me directly but post all responses here in the
newsgroup so that all can share the information

> If I did that, would I be able to run a report or at least pull that

> data out of SQL without too much trouble to accurately do our sales tax?