Sales Tax Report

Overview

The Sales Tax Report identifies taxable, exempt, and tax amounts for invoices entered in Oracle Fusion Receivables. Data is printed and grouped by tax jurisdiction.

The following figure is an example of the report.

Key Insights

The Sales Tax Report is used only for the sales tax type and accrual basis reporting.

For adjustments to be reported correctly in the Sales Tax Report, tax jurisdictions must be associated with a corresponding tax rate.

Report Parameters

The following table describes selected process parameters:

Parameter	Description
Reporting Level	Choose the level on which you want to run the report. You can choose from three different levels, Ledger, Legal Entity, and Tax Registration Number.
Reporting Context	Specify the context for the report. The list of values for this parameter depends on the reporting level you selected. If you select the reporting level of Legal Entity, you select the legal entity on which to report, and optionally select the tax registration number. By entering a tax registration number in the Tax Registration Number parameter, you report only on a subset of transactions that are entered for a specific legal reporting unit associated with the tax registration number. Run the report for a tax registration number to report on the transactions entered for legal entities that share the same tax registration number. This is also known as tax group registration. If you select Ledger as the reporting level, you can report on legal entities associated with ledgers defined in the ledger set or data access set within your security profile. Run tax reports by ledger when you want to review your tax activity as it aligns with your accounting. Run tax reports by ledger when you need to view tax activity in a currency other than the currency of the ledger or the currencies of the transactions.
Tax Registration Number	Enter a tax registration number that is assigned to the legal reporting unit, when the reporting level is Legal Entity.
Tax Point Date	Include the transactions for the date range specified. Tax point date is the date on which the taxpayer becomes liable for paying the tax to the tax authority.
Transaction Date	Include the transactions for the date range specified. If you specify a transaction date range but no accounting date range, your report will not balance to the General Ledger if the transaction and accounting dates for a transaction fall in different periods.
State	Include the sales tax information for the state you specify.
Exemption Status	List transactions which refer to the exemptions with the given status. For example, you can find all transactions using rejected exemptions by entering Rejected.

Frequently Asked Questions

The following table lists frequently asked questions about the Sales Tax Report.

FAQ	Answer
How do I find this report?	Schedule and run this report from the Scheduled Processes work area on the Navigator menu.
Who uses this report?	Tax manager Tax accountant
When do I use this report?	Use this report to review and report your state and local tax liabilities to the tax authorities.
What type of report is this?	Oracle Analytics Publisher