Generating the Sales Tax Report

The Sales Tax Report prints the total tax invoiced for each tax authority for the selected time period.

The report is designed to work with the Tax Calculator. You can only generate the report for months beginning with September 2018. For more information about the Tax Calculator, see Calculating Sales Tax.

What do you want to do?

  1. On the top menu bar in Encompass, click Reporting and select Standard Reports.
  2. Click Sales Reports.
  3. Click Sales Tax Report.
  4. Select the appropriate date criteria.
    • Select By Date Range to enter a date range to print, or select dates from the calendar.
    • Select By Month & Year and enter the month and year, or click the Calendar button to select the date.
  5. Select one or more Office(s) to include on the report.

  6. To print the data separated by office, select Group By Office.

  7. To print amounts for each item type, select Show Item Types.

  8. Click Generate Report.

    The report opens in a new window.

    If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups

With the report open, perform one of the following steps to export it:

  • Click Export to PDF to open the report as a PDF file.
  • Click Export to Excel to open the report as an Excel spreadsheet.