Printing the Sales Tax Report by State (PSTX)

Purpose: Use the State Tax Report to review tax, GST, and PST totals by state for all debit invoices and credit invoices within a given date range.

Determining the shipping address:

• If there is a shipping address recorded in the Invoice Address table, the system uses this address to calculate the tax for the invoice. The system saves the shipping address in this table if the replace system control value is selected.

• If there is no shipping address in the Invoice Address table, the system determines the shipping address as follows:

- If there is an order-level (temporary) shipping address, use this address.

- If the order shipped to a Customer Sold To or to a permanent Customer Ship To, use the address that was in effect at the time of the shipment, based on any address changes recorded in the Customer Address Change table. See Reviewing Customer Address Changes for more information on address change history. If there is no record of an address change since the date of the shipment, the current address provides the information for tax calculation.

How to display this screen: Enter PSTX in the Fast path field at the top of a menu or select Print Sales Tax Report by State from a menu.

Field	Description
Starting date	The first date to include on the report. Invoices and credits processed on this date or later will be included. The starting date cannot be later than the ending date. Numeric, 6 positions (in user date format); required.
Ending date	The last date to include on the report. Invoices and credits processed on this date or earlier will be included. The ending date cannot be later than the current date. Numeric, 6 positions (in user date format); required.