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Note: If you collect sales tax, be sure to enter your zip code in the Company Information section of your account Settings so WorkingPoint can help you calculate sale tax. Without a zip code, WorkingPoint cannot pre-populate tax rates for you. |
The WorkingPoint sales tax report shows you all of your invoiced sales for the date range specified. You'll see your taxable and non-taxable sales broken down by State, County and City including the tax rate per taxable sale and the total tax charged.
When you open the report, you'll see your sales grouped by:
State - This is the sum sales for all counties in the state
County - Under each state, you'll see your sales totals broken out by the counties
City - Under each county, you'll see your sales by individual city
Undefined Tax Agency - This is a grouping of all sales not associated to a US City
Invoice - Under each city and the Undefined Tax Agency, you'll see the invoice for each sale How invoices are assigned to a City
Invoices are assigned to a City or the Undefined Tax Agency according to the following rules:
If the purchaser's shipping zip code is in the same state as your company’s zip code (recorded in Settings), the shipping zip code is used
If there is no shipping zip code for the purchaser and the purchaser's billing zip code is in the same state as your company’s zip code, the billing zip code is used
If there is no zip code provided in either the shipping or billing address for the purchaser:
Your company’s zip code is used
If your company’s zip code was blank when the invoice was saved, the invoice appears in a section at the bottom of the report titled “Undefined Tax Agency”
Total Sales
For each group, you'll see the following totals:
The total sales amount
The total non-taxable sales
The total taxable sales
The total charged in tax
For each invoice, you’ll see the above totals plus the tax rate(s) used to calculate the tax. More
When you see the report on the screen, you can:
Click Show All Invoices to expand the report to show all of the invoices for each city, or click the [+] icon to expand a particular location.
Click Hide All Invoices to collapse the report to show only the state, county and city totals, or click the [-] icon to collapse a particular location.
Click an invoice link to view
the invoice for that recorded sale.
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Note: If you collect sales tax, be sure to enter your zip code in the Company Information section of your account Settings so WorkingPoint can help you calculate sale tax. Without a zip code, WorkingPoint cannot pre-populate tax rates for you. |
How are sales tax rates calculated?
