Tax Jurisdiction Report

Purpose: Use this report to identify the amounts collected and credited for each tax jurisdiction for a specified invoice date range.

How to print: Enter an invoice date range and select Print Report at the Print Tax Jurisdiction Report Screen. See Printing the Tax Jurisdiction Report (PTXJ) for an overview.

For more information: See the sample report in PDF format.

Contents:

Date range: The invoice date range specified at the Print Tax Jurisdiction Report Screen. The system uses the Invoice date defined for the invoice in the Invoice Ship To file to determine which invoices to included on the report.

Tax Jurisdiction: The area for which a special tax structure exists. Tax jurisdictions are defined in the Tax Jurisdiction table. See Working with Tax Jurisdiction (WTXJ).

Any tax amounts for invoices whose shipping address is not defined in a tax jurisdiction print on the report under an UNKNOWN category.

Description: The description associated with the tax jurisdiction. Any tax amounts that are not associated with a tax jurisdiction print on the report under an UNKNOWN category.

Amount charged: The total tax associated with sales in the tax jurisdiction for the specified invoice date range. The system totals the Tax amount in the Invoice Ship To table for each debit invoice that falls within the specified date range and whose ship to customer resides in the specified tax jurisdiction. Note: Because VAT tax does not accumulate in the Tax amount in the Invoice Ship To table but instead is part of the Merchandise amount, VAT tax is not included on this report.

Amount Credited: The total tax associated with returns in the tax jurisdiction for the specified invoice date range. The system totals the Tax amount in the Invoice Ship To table for each credit invoice that falls within the specified date range and whose ship to customer resides in the specified state. Note: Because VAT tax does not accumulate in the Tax amount in the Invoice Ship To table but instead is part of the Merchandise amount, VAT tax is not included on this report.

Final Totals: The total amount charged and total amount credited across all tax jurisdictions for the specified invoice date range.

SO02_05r OMSCS 19.0 December 2019 OHC