Is there any way to print the Tax Summary Report ONLY FOR TAX GROUPS THAT HAD TRANSACTIONS DURING THE PERIOD?

Our state (Washington) is implementing a destination based tax system, requiring us to put about 300 tax rates in our system so we can report them if we ship any merchandise to them. My tax report is going to be 300 pages long, as far as I can tell, but I really doubt I'll use more than 10 in any given month.

I was hoping not to have to look through 300 pages, whether physically or in preview mode, to get the ones I want.

Appreciate any help.

Chris

Hi, CRR,

The report may be printed selecting all, one or a range of Tax Groups to print; however, currently, there are no specific option to print 'only those groups with activity' and 'within a date range'.

I'll record your suggestion for R&D and a future release though.

If you print the report (using the Print button) to either a printer or to file, you will be prompted for whether you want to 'clear' the report. Responding 'yes' to the prompt will reduce the volume of information to be printed on the next report.

Just so you know why the Tax Summary report is not date sensitive is that the amounts are stored in the data as summary amounts only, since the last time the report was cleared. It's not just a matter of modifying a report, it's changing the whole tax data structure - which isn't a small matter.

You could create a custom report based on the Tax Tracking data file, which does store the individual tax amounts by group. This would allow you to report on say a summary tax amount for all tax within a desired date range, for each tax group or only particular groups. This would be a pretty straight-forward workspace that could be created using Adagio GridView.

Having the option to print 'only those groups with activity' is really all I need as I always print the report after closing the month and then clear it. I played around with Gridview a little, but I'm very poor at formulas. What would the formula be for 'Tax Amt greater than $0' and 'Trx Date greater than or equal to June 1 2008'? I believe that would get me the information I need. Ideally, the report would give me a $ total for each tax group that had transactions that month, but, if not, I could use this report to determine which tax groups had transactions and then print them off in OE.

and (
{Tax Amt} > 0,
{Trx Date} >= DATE(2008,06,01)
)

Thanks for the formula. It got me the information I need--except I checked the total against the total in the OE Tax Summary report and it is not the same. I believe it is because Gridview did not pick up the credit notes (as the total tax shown on the GV report is over by double the amount of the tax on the credit notes (give or take a few $)). Is there somewhere on GV where I can add this field(s) to the report?

The Tax Summary and Tax Tracking reports in OE can be purged independantly, so there is no 100% guarantee that the amounts will be the same.

In the Tax Tracking file, credit note information is stored as negative, and the 'Doc Type' field gives a result of 'C' instead of 'I' for invoices. You shouldn't need to do anything special for summing transactions. You could put the Doc Type field onto your view to isolate the credit note details.

When was the last time you purged these reports? Years and years ago, there was a problem in the Tax Summary report where credit note information was saved as positive instead of negative. This has long since been fixed.

Thanks for your help with this. At June EOM I cleared all details in both tax summary and tax tracking. Now I have only 7/1 and 7/2 transactions in there. Gridview still does not match OE. I note that Gridview does NOT show any "C" credit notes although I do have one. I also note that if I have a negative item on an invoice (such as customer returns an item for something else), GV only picks up the sale item, not the return (negative).

Ignore my last e-mail re Gridview not matching OE tax tracking. I discovered that AR must be posted after OE day end and then the two total tax collections match.

Thanks everyone for helping me on this.

Chris