RB User Guide > Payables > Sales Tax

Generating sales tax reports

View all invoices having sales tax charges generated for a specific period.

1. Generate report

   1. Payables > Sales Tax
   2. In the Search By pane:

      • *Post Date From/*Post Date To

        Required. Date(s) invoices were closed. Defaults to today. Change date range, if desired (see Date Navigator).

      • Business Units

        Profit centers or parts of your business you track separately. Default is ALL. Click to restrict search to invoices tied to specific BUs (see Lookup panel). BUs are set in Business Units.

   3. Click . RB9 lists all of the invoices that meet the specified search condition(s).

2. Export/print results

   To export and save the results, click and select an export file type. See Exporting & printing results.

NOTE: How sales tax works in RB9

To understand how sales tax works in RB9, you should be aware of the following:

• The sales tax rate is specified for each client in the Firms table. See Entering additional firm information.
• The sales tax is calculated by multiplying the sales taxable amount by the sales tax rate.
• The sales taxable amount is calculated by adding all of the service items on the invoice that are marked as “sales taxable.” Whether a particular service item is sales taxable or not is specified in the Service Items Master or in individual billing rate tables. See Entering billing & pay rates.

Reference

• Date Navigator
• Lookup panel
• Business Units
• Service Items Master
• Billing Rates

Step-by-step instructions

• Exporting & printing results
• Entering additional firm information
• Entering billing & pay rates