Project Sales & Use Tax Report screen

Use the Project Sales & Use Tax Report screen to create a report of sales and/or use taxes for projects. This report displays the Intercompany Setup screen for transactions. You can print or save this report.

Note: To open the Project Sales & Use Tax Report screen, click Projects > Reports > Project Sales & Use Tax Report in the All Tasks pane.

You can control the output of the Project Sales & Use Tax Report by entering details in one or more of the following fields on the Options tab:

  • Select Format - If you have modified the format and layout of this report on the Modify Reports screen, click to select the version to use for this report. If you haven't modified the report, this field doesn't appear.

  • Report From Date - Enter the start date for the report, click to select the date from a Date Picker, or click to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula.

  • Report Through Date - Enter the end date for the report, click to select the date from a Date Picker, or click to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula. This field is required.

  • Company - Click to select one or more companies for the report. If no companies are selected, all companies appear in the report.

  • Project - Click to select one or more projects for the report. If no projects are selected, all projects appear in the report.

  • Taxing Authority - Click to select one or more taxing authorities for the report. If no taxing authorities are selected, all taxing authorities appear in the report.

  • Tax Type - Click to select the tax type for the report. Select Sales Tax to show sales tax in the report. Select Use Tax to show use tax in the report. Select Both to show both sales and use tax in the report.

  • Reporting Method - Select Accrual Basis to show transactions with an accrual accounting basis. Select Cash Basis to show transactions with a cash accounting basis.

  • Include Customer Invoices - Select the checkbox to show customer invoices in the report.

  • Include Vendor Invoices - Select the checkbox to show vendor invoices in the report.

  • Include Inventory Usage - Select the checkbox to show inventory usage in the report.

For information on running the report, see Run and Print Reports.