Our sales tax report records sales tax based on the true paid in full date or delivery date.

For paid in full:

True paid in full date means the actual date you receive real money from the customer, which covers the full balance due.

Credit lines are NOT considered real money, and you will not pay sales tax until the credit line is paid back in full by real money.

Examples:

  • If a quote still has a balance due of $1.00, then it will not show on the sales tax report.

  • If an order was paid using a credit line, but the credit line has a balance due of $1.00, then that order will not show up on the sales tax report.

  • If a quote is created on 1-2-2022 and paid in full using real money on 1-3-2022, that order will record on the sales tax report on 1-3-2022.

Quotes: Quotes will never show on the sales tax report.

Orders: Orders will show on the sales tax report once the order has been paid for in full using real money.

Returns: Returns are deducted from the sales tax report on the day the payment was refunded. Partial returns will calculate the returned sales tax based on the amount you are returning and record the negative sales tax of the sales tax report on the day you refund the customer.

For by delivery:

Go to the sales tax report.

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