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Sales by State Reporting

  • 1.  Sales by State Reporting

    Posted Aug 16, 2019 09:21 AM
    Using GP 2016, I am in NH and have not had to deal with state sales taxes in the past, with the Wayfair decision last year I need to analyze our sales to determine if I have nexus in other states requiring me to collect and remit sales taxes.  To determine this, I am trying to find a way to report invoiced sales by ship to state, and to break those sales figures down further by product, service, and freight sales (recorded currently in separate GL accounts luckily).  Any ideas?  I am a newbie to GP by the way.
    #GP 2016 and 2016 R2

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    Scott Barden
    Lebanon NH
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  • 2.  RE: Sales by State Reporting

    TOP CONTRIBUTOR
    Posted Aug 16, 2019 10:39 AM
    Scott,
    You could easily report on the ship to state by the SOP tables, but there may be the standard reports for sales tax if you have it setup in GP.  You could set it up and not put a tax rate on the schedule and just use it for reporting.  If you wanted to tag inventory items as taxable or not I have used the categories on the options window in the past to identify this when the Sales Taxable selection didn't really work for our situation.  You have quite a few options, but should not have an issue doing this in GP.
    Tanya

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    Tanya Henderson
    Senior Consultant
    S2 Technology
    Park City UT
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  • 3.  RE: Sales by State Reporting

    Posted Aug 16, 2019 01:36 PM
    Thanks for help Tanya!  Unfortunately the SOP tables aren't helping, we use Exact MAX for our ERP and the needed sales order info doesn't make it into GP with the integration (I think).  I can pull info from MAX, but unfortunately I haven't been able to tie totals from MAX to the total sales numbers in GP which would be the tax reporting balances needed.  Inventory items as well as state tax info is all carried in MAX.  I think I need to find a way to combine tables from the two systems, Power Query perhaps.

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    Scott Barden
    Lebanon NH
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    Conference-GPUG_200x200


  • 4.  RE: Sales by State Reporting

    Posted Aug 19, 2019 10:00 AM
    Good Morning:

    I used a smartlist under Sales/Sale line items.  I could limit the information by state, or run it wide open and also easily change the dates since some state's sales tax  requirements are based on previous calendar year, and others are previous 12 months.  .  Then I exported the data and put it into a pivot table.

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    Rikki Simmons
    Birkman International, Inc.
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    Conference-GPUG_200x200


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