How to print: Use the Printing the State Tax Detail Report (PSTD) menu option.
CWDirect Rel 2.0 State Tax Report (Detail) ELISE_K MSR0950 4/08/97 11:15:53 Page 1 State MA Massachusetts From 4/08/97 Through 4/08/97 Currency USA USA DOLLARS Taxable and Exempt Invoices Invoice Invoice Customer Ship Customer Merchandise Shipping & Add'l State Invoice Tx Resale/Exempt Number Date Sold-To To Total Handling Charges Tax Total Cd Tax Number 2163 4/08/97 291 0 MS. SARAH RAE BROWN 9.95 2.00 .00 .52 12.47 T 2164 4/08/97 294 0 MS. HANNAH E BROWN 22.95 5.00 1.00 1.20 30.15 T 2166 4/08/97 413 0 ACME FOUNDATION 114.75 10.00 .00 .00 124.75 E 1234 Total Taxable and Exempt 147.65 17.00 .00 1.72 167.37 CWDirect Rel 2.0 State Tax Report (Detail) ELISE_K MSR0950 4/08/97 11:15:53 Page 2 State MA Massachusetts From 4/08/97 Through 4/08/97 Currency USA USA DOLLARS Tax Credit Invoices Invoice Invoice Customer Ship Customer Merchandise Shipping & Add'l State Invoice Tx Resale/Exempt Number Date Sold-To To Total Handling Charges Tax Total Cd Tax Number 2167 4/08/97 32 0 BUSY BEAVER CLEANERS 100.00- 2.00 .00 .00 98.00- R 4567 2165 4/08/97 294 0 MS. HANNAH E BROWN 22.95- 2.00 .00 1.20- 22.15- T Total Tax Credit Invoices 122.95- 21.00 .00 1.20- 120.15- Massachusetts Total MA Tax Net Sales 24.70 21.00 1.00 .52 47.22 Total Other States Net Sales 962.55 133.00 12.00 27.00 1134.55 Grand Total All Net Sales 987.25 154.00 13.00 27.52 1181.77 |
Contents:
Report selections:
• State and description
• date range selected
• currency selected and description (if you use Multi Currency by Offer (E03))
Invoice and credit information: (this information is presented first for all invoices, both taxable and tax-exempt, then for all credits, which may also include both taxable and tax-exempt)
• invoice number
• invoice date
• customer number of the person who placed the order
• shipping address on the order. Used only if this is a temporary ship-to, created by pressing F14; otherwise, the number will appear as 0
• customer name or company name
• merchandise total
• shipping and handling total
• additional charge total
• state tax total
• invoice total•tax code. Valid values are:
• E = tax exempt
• G = goods and services tax (Canadian tax)
• N = non-taxable
• P = provincial services tax
• R = reseller
• T = taxable
See Working with Customer Tax Status.
• reseller or tax-exempt number, which is required if the customer has a tax code of R or E.
Totals: (the following totals are broken out by merchandise total, shipping and handling total, additional charges total, state tax total, and invoice total)
• total invoices for the selected state
• total credit invoices for the selected state
• net totals for the selected state (for any total where credits exceed positive invoices, this will be a negative number)
• net totals for all other states, excluding the selected state
• grand net total: the net total for each column, including all states
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CS06_01r CWDirect 18.0.x 2018 OTN