Tax-exempt vs. non-taxable sales????

Posted by PRJ on February 3, 2007, 1:57 pm

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In Reports>Sales>Sales Tax Analysis The report generated lists Taxable
Sales, Non-Taxable Sales and Tax EXEMPT Sales.

We sell food items that do not get taxed (they are set up as No Tax, and
report as 'Non-taxable), and we have just recently started to ship
out-of-state orders that are tax exempt). I don't believe I've ever done any
set-up to identify Tax EXEMPT transactions, yet there is a $ amount printing
out for Tax EXEMPT when I run this report.

Does anyone know, or how can I trace back to verify where this number is
coming from??? And, conversely, can I somehow set the system to record these
sales (if that is not what it is doing already)?

Thanks

--
WineGuy

Posted by Akber Alwani on February 4, 2007, 3:33 am

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HI PRJ,

GO to Reports> Sales> Detailed Collected, give whatever criteria you have
and then generate the report it will tell you where you basically collected
the tax. Remeber the Trasnaction # Field is not coming so you need to little
bit customized this report.

Also you can go on Reports>Sales>Detail Sales report (customized the .qrp
file and add the SalesTax field in it.

Do you know how to do this small customization if not let me know (below is
query can be run on administrator program to see which transaction has tax on
it)
select * from [transaction] where SalesTax<>0

RATE PLEASE

"PRJ" wrote:

> In Reports>Sales>Sales Tax Analysis The report generated lists Taxable

> Sales, Non-Taxable Sales and Tax EXEMPT Sales.

> We sell food items that do not get taxed (they are set up as No Tax, and

> report as 'Non-taxable), and we have just recently started to ship

> out-of-state orders that are tax exempt). I don't believe I've ever done any

> set-up to identify Tax EXEMPT transactions, yet there is a $ amount printing

> out for Tax EXEMPT when I run this report.

> Does anyone know, or how can I trace back to verify where this number is

> coming from??? And, conversely, can I somehow set the system to record these

> sales (if that is not what it is doing already)?

> Thanks

> --

> WineGuy

Posted by PRJ on February 4, 2007, 4:02 pm

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Thank you for the response, but when I run the Tax Collected report it only
gives me "State Tax" as a criterion. We only collect that one kind of tax.
I just don't understand how it can capture "tax exempt" transactions if I
have no idea how they are designated in the first place.

I would appreciate the instruction on what a .qrp file is, and also how to
be sure I'm doing the small customization you mention in the other report.

But, mostly, I'm trying to understand what would create a "tax exempt"
transaction ??? In December we shipped our first out-of-state orders, and
this could be where they came from, except that all I did when I rang up
those sales was uncheck the tax box in POS. Would that create a "tax exempt"
transaction? No 'reason' code screen comes up when I do that.

-- wine guy
"Akber Alwani" wrote:

> HI PRJ,

> GO to Reports> Sales> Detailed Collected, give whatever criteria you have

> and then generate the report it will tell you where you basically collected

> the tax. Remeber the Trasnaction # Field is not coming so you need to little

> bit customized this report.

> Also you can go on Reports>Sales>Detail Sales report (customized the .qrp

> file and add the SalesTax field in it.

> Do you know how to do this small customization if not let me know (below is

> query can be run on administrator program to see which transaction has tax on

> it)

> select * from [transaction] where SalesTax<>0

> RATE PLEASE

> "PRJ" wrote:

> > In Reports>Sales>Sales Tax Analysis The report generated lists Taxable

> > Sales, Non-Taxable Sales and Tax EXEMPT Sales.

> >

> > We sell food items that do not get taxed (they are set up as No Tax, and

> > report as 'Non-taxable), and we have just recently started to ship

> > out-of-state orders that are tax exempt). I don't believe I've ever done

any

> > set-up to identify Tax EXEMPT transactions, yet there is a $ amount printing

> > out for Tax EXEMPT when I run this report.

> >

> > Does anyone know, or how can I trace back to verify where this number is

> > coming from??? And, conversely, can I somehow set the system to record these

> > sales (if that is not what it is doing already)?

> >

> > Thanks

> >

> > --

> > WineGuy

Posted by root on February 4, 2007, 4:38 pm

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I have questioned this as well,

I assume tax exempt gets its data from an item in a transaction where the
cashier un-checks the tax box for that item (makes a taxable item
non-taxable) and completes the sale. That item would be reported as tax
exempt.

You may want to test this.

> Thank you for the response, but when I run the Tax Collected report it

> only

> gives me "State Tax" as a criterion. We only collect that one kind of

> tax.

> I just don't understand how it can capture "tax exempt" transactions if I

> have no idea how they are designated in the first place.

> I would appreciate the instruction on what a .qrp file is, and also how to

> be sure I'm doing the small customization you mention in the other report.

> But, mostly, I'm trying to understand what would create a "tax exempt"

> transaction ??? In December we shipped our first out-of-state orders, and

> this could be where they came from, except that all I did when I rang up

> those sales was uncheck the tax box in POS. Would that create a "tax

> exempt"

> transaction? No 'reason' code screen comes up when I do that.

> -- wine guy

> "Akber Alwani" wrote:

>> HI PRJ,

>> GO to Reports> Sales> Detailed Collected, give whatever criteria you have

>> and then generate the report it will tell you where you basically

>> collected

>> the tax. Remeber the Trasnaction # Field is not coming so you need to

>> little

>> bit customized this report.

>> Also you can go on Reports>Sales>Detail Sales report (customized the .qrp

>> file and add the SalesTax field in it.

>> Do you know how to do this small customization if not let me know (below

>> is

>> query can be run on administrator program to see which transaction has

>> tax on

>> it)

>> select * from [transaction] where SalesTax<>0

>> RATE PLEASE

>> "PRJ" wrote:

>> > In Reports>Sales>Sales Tax Analysis The report generated lists Taxable

>> > Sales, Non-Taxable Sales and Tax EXEMPT Sales.

>> >

>> > We sell food items that do not get taxed (they are set up as No Tax,

>> > and

>> > report as 'Non-taxable), and we have just recently started to ship

>> > out-of-state orders that are tax exempt). I don't believe I've ever

>> > done any

>> > set-up to identify Tax EXEMPT transactions, yet there is a $ amount

>> > printing

>> > out for Tax EXEMPT when I run this report.

>> >

>> > Does anyone know, or how can I trace back to verify where this number

>> > is

>> > coming from??? And, conversely, can I somehow set the system to record

>> > these

>> > sales (if that is not what it is doing already)?

>> >

>> > Thanks

>> >

>> > --

>> > WineGuy

Posted by Akber Alwani on February 4, 2007, 11:55 pm

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Dear All,
At the customer side the tax-exempt works if you have checked "Customer is
exempt from taxes" then during the sales transaction at POS if you select the
customer the tax won't calculate mean no transaction also generated for that
customer for the tax.

The second thing is mentioned by root at below statement that user can
checked and un-check the tax.

"root" wrote:

> I have questioned this as well,

> I assume tax exempt gets its data from an item in a transaction where the

> cashier un-checks the tax box for that item (makes a taxable item

> non-taxable) and completes the sale. That item would be reported as tax

> exempt.

> You may want to test this.

> > Thank you for the response, but when I run the Tax Collected report it

> > only

> > gives me "State Tax" as a criterion. We only collect that one kind of

> > tax.

> > I just don't understand how it can capture "tax exempt" transactions if I

> > have no idea how they are designated in the first place.

> >

> > I would appreciate the instruction on what a .qrp file is, and also how to

> > be sure I'm doing the small customization you mention in the other report.

> >

> > But, mostly, I'm trying to understand what would create a "tax exempt"

> > transaction ??? In December we shipped our first out-of-state orders, and

> > this could be where they came from, except that all I did when I rang up

> > those sales was uncheck the tax box in POS. Would that create a "tax

> > exempt"

> > transaction? No 'reason' code screen comes up when I do that.

> >

> > -- wine guy

> > "Akber Alwani" wrote:

> >

> >> HI PRJ,

> >>

> >> GO to Reports> Sales> Detailed Collected, give whatever criteria you have

> >> and then generate the report it will tell you where you basically

> >> collected

> >> the tax. Remeber the Trasnaction # Field is not coming so you need to

> >> little

> >> bit customized this report.

> >>

> >> Also you can go on Reports>Sales>Detail Sales report (customized the .qrp

> >> file and add the SalesTax field in it.

> >>

> >> Do you know how to do this small customization if not let me know (below

> >> is

> >> query can be run on administrator program to see which transaction has

> >> tax on

> >> it)

> >> select * from [transaction] where SalesTax<>0

> >>

> >> RATE PLEASE

> >>

> >> "PRJ" wrote:

> >>

> >> > In Reports>Sales>Sales Tax Analysis The report generated lists Taxable

> >> > Sales, Non-Taxable Sales and Tax EXEMPT Sales.

> >> >

> >> > We sell food items that do not get taxed (they are set up as No Tax,

> >> > and

> >> > report as 'Non-taxable), and we have just recently started to ship

> >> > out-of-state orders that are tax exempt). I don't believe I've ever

> >> > done any

> >> > set-up to identify Tax EXEMPT transactions, yet there is a $ amount

> >> > printing

> >> > out for Tax EXEMPT when I run this report.

> >> >

> >> > Does anyone know, or how can I trace back to verify where this number

> >> > is

> >> > coming from??? And, conversely, can I somehow set the system to record

> >> > these

> >> > sales (if that is not what it is doing already)?

> >> >

> >> > Thanks

> >> >

> >> > --

> >> > WineGuy