Sales Tax Report

Forum Forums SI5 Reporting Sales Tax Report

This topic contains 2 replies, has 2 voices, and was last updated by  MO_AVID 1 month ago.

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  • #6061 Reply

    Daniel P. Diehm

    Hello All,

    I would like to create a Sales Tax report with the following parameters:

    Column #1 for individual Line item view. By “individual” I mean if I have five identical speakers, I want five line items (not a quantity number 5 in front of a single line item). I also want all accessories to have their own line item.

    Column #2 showing item unit retail (not the sell+tax+labor).

    Column #3 for the sales tax $ amount for that item (in my State the rate is 6%)

    Column #4 showing the extended price (column #2 times column #3)

    A column total for columns #2, #3, & #4 at the bottom of the report. (I know how to do all of this in Excel, but I want to be able to generate a DTools report).

    We are going to an “installed price” model and I need to be able to break out the sales tax for my accounting department.

    Questions #1 Is there a report for this already?

    Questions #2 If not, which report would I be best off modifying?

    Questions #3 How do I set up something to multiply by something else?

    Thanks in advance!

    #7600 Reply

    Daniel P. Diehm

    Nevermind – I figured it out. I used an existing report and modified the heck out of it. B)

    #13087 Reply


    Hi Daniel,

    By chance, were you able to resolve the “quantities not grouping” and moving to individuals lines? If so, you would be a life saver if you could please share what report allowed this, any code, suggestions, etc… Know a long shot with the original date this was posted, but hopeful! Thanks in advance!!!

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