I need a Sales Tax Report that sorts & totals by the sales tax groups - then by each item that makes up the group. Example: Gwinnettt Cty 6%: GA 4%, Local 1%, Educ 1%

E11 · ‎December 11, 2018

I've set up Sales Tax Groups for each county in Georgia, and I need a report to show the Group Tax and then the tax that make up the group so I can report the breakdown accurately to the state.

State of GA - 4%, Local 1%, Education 1%, Special Purpose 1%, Transportation 1%

Gwinnett County is 6%: State 4% + Educ 1% + SP 1%

Wilcox County is 8%: State 4% + Local 1% + Educ 1%, SP 1%, Trans 1%

qbteachmt · ‎December 11, 2018

There is nothing that reports on Groups; Group simply is like an envelope or stapler to join things together to get a combined rate. The Sales tax reports are based on agency. You also can run a report such as Sales by Item Summary and remove the Item filter, and Sales Tax items will be listed at the bottom. Or, Sales by Customer Summary, columns by Item Detail, and filter on only the sales tax items.

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sue-craven · ‎December 11, 2018

Ellen, i have the same problem now. How have you resolved this?

E11 · ‎December 11, 2018

I should NOT have set up Sales Tax GROUPS, and just set up each county as a Sales Tax ITEM - with the correct percentage rate that county charges.

Each Sales Tax ITEM then gets paid to the same agency (GA Dept of Revenue). When I run my sales tax liability report, each county is reported with "Total Sales", "Non-Taxable Sales", & "Taxable Sales". That is the information I needed to file my GA Sales & Use Tax Report.

If you were in a state where sales tax was paid to different agencies, then GROUPS would be the way to go (at least from my understanding).

Hope this helps!

sue-craven · ‎December 11, 2018

OH! I am also in GA. Your way should work for me too! Can you give me a specific example? Would Gwinnett be a Sales Tax item at 2%?

E11 · ‎December 11, 2018

Get a sales tax schedule from the GA Dept of Revenue's web site - <a rel="nofollow" target="_blank" href="http://dor.georgia.gov/documents/sales-tax-rate-chart">http://dor.georgia.gov/documents/sales-tax-ra...> - and list each county as one item "SALES TAX ITEM".

I used the 3 digit number before each county so it would be easier to sort with the way Georgia does theirs

067 - Gwinnett County 6%
060 - Fulton County - 7%
060A City of Atlanta - 8%
etc. for all 159 counties in Georgia.

sue-craven · ‎December 11, 2018

Wow- what a job! Thank you so much!! I really appreciate your time explaining this to me! Sue

E11 · ‎December 11, 2018

Glad I could help - Good Luck!

E11 · ‎December 11, 2018

I added a screen shop of part of my item list of counties with the sales tax charged

qbteachmt · ‎December 11, 2018

There is nothing that reports on Groups; Group simply is like an envelope or stapler to join things together to get a combined rate. The Sales tax reports are based on agency. You also can run a report such as Sales by Item Summary and remove the Item filter, and Sales Tax items will be listed at the bottom. Or, Sales by Customer Summary, columns by Item Detail, and filter on only the sales tax items.

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E11 · ‎December 11, 2018

So would it be easier to just use Sales Tax Items - NOT groups for sales tax?

qbteachmt · ‎December 11, 2018

You cannot use Three tax items without putting them in a Group, to get that combined rate.

It isn't an issue of Easier or not. It is an issue of Function. The reporting and the functions all work fine. Think of Group as the "wrapper" that ties a bundle together. Let's take your Educ tax as one example:

That same item might in the Group for each of three counties; you simply Pay that to the tax authority. You owe it because of sales for those three counties. But you Owe that, by itself, to that agency. That is the Function. Your State tax is the same; you owe it because of sales in various counties, but you Owe it to the State agency. You put it in the groups for Functionality.

What is the problem you are having?

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I need a Sales Tax Report that sorts & totals by the sales tax groups - then by each item that makes up the group. Example: Gwinnettt Cty 6%: GA 4%, Local 1%, Educ 1%