Sales Tax Report: Grouping Codes and Report Features

Overview

The Sales Tax Report now includes grouping codes and enhanced reporting features that allow you to organize and view tax rates by state or other custom criteria.

What Are Tax Grouping Codes?

Tax Grouping Codes let you 'group' tax rates together based on state, region, or any other criteria that makes sense for your business. This makes it easier to analyze and report on sales tax by broader categories.

How to Add a Tax Grouping Code

Step 1: Access the Tax Table

Navigate to the Tax Table using either method:

• Option 1: Click File > Set Up Wizard > Tax Table
• Option 2: Click Utilities > Manage Lists > Invoice (Tab) > Tax Rates

Step 2: Add or Edit a Tax Code

1. Insert a new tax code or edit an existing one
2. At the bottom of the Tax Table Entry window, you'll see the Grouping Code field
3. Enter the code you'd like to use (for example: "NEW JERSEY")

Running the Sales Tax Report with Grouping

Generate Your Report

1. Run the Sales Tax Report by Revenue or Receipts
2. Enter your date range
3. Select the sort filter: Grouping or County

Understanding the Report Output

The report displays totals with color coding for easy identification:

• Blue - County totals
• Green - Group totals

This visual distinction helps you quickly identify and analyze tax collections at both the detailed and grouped levels.

Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com