Section 8: Reports > Accounting Reports

Taxes by Province/State (Ledger)

This report is a ledger-based summary of revenue and taxes over a specified period of time, grouped by province or state (see Taxes).

Report totals include the total revenue amount, and the total tax amounts. The report is sorted by province or state. And it may be filtered by province or state, business location, and whether the province or state has collected tax amounts.

Report Option Fields

Field

Description

Prov./State

Enter or select the province or state code for which to generate the report or leave blank for all provinces and states.

Bus. Location

Enter or select the business location for which to generate the report or leave blank for all business locations. This report option is not available in the Repair Lite and Repair Micro editions.

Group

Select whether to include all provinces and states (the system default), only provinces and states with collected tax amounts, or only provinces and states without collected tax amounts.

Date Range

Enter or select the starting date for records to include on the report or leave blank for all records before the ending date. Also enter or select the ending date for records to include on the report or leave blank for all records after the starting date. The date range is based on the invoice or credit note date. For approved repair orders the invoice date is the same as the repair completed date, while for refused repair orders the invoice date is the same as the estimate refused date.

 

The Revenue column is calculated after any discounts have been applied.

This report is available only for licensed users of version 2.7 and higher.

More:

Taxes by Province/State (Open Item)