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Sales To Resellers Not Subject To Sales Taxes

The Sales To Resellers Not Subject To Sales Taxes report (its heading reads Sales To Resellers Not Subject To Sales Tax) lists every finalized invoice in the date range on which sales tax or a state fee was switched off, one line per invoice, with the customer and the sale, tax, labor and fee amounts that were and were not charged. An invoice is included when any of the Taxable switches on the invoice's fees section was turned off, so that parts, labor, the shop fee, the hazardous waste fee, the oil surcharge, the electronic fund transfer fee or another fee was sold without the tax or fee that would normally apply, which is what happens for resale customers, fleet accounts and other exempt buyers. Use it to give your accountant the non-taxable sales for a sales tax return, to check that exemptions were applied only to the customers that qualify, and to see how much tax and fee revenue was waived in a period.

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How do I run the Sales To Resellers Not Subject To Sales Taxes report? #

  1. From the Home Screen, click Reports → Sales & Financial Reports → Sales To Resellers Not Subject To Sales Taxes.
  2. Click the From : … To : … date box and pick the first and last day. The report opens on the first day of the current month through today and selects invoices by their finalized date; it reloads as soon as you choose the dates. The × beside the box clears the dates.
  3. Click Show All to reload the report for the same dates.
  4. Read the summary block above the table. Total is the number of invoices listed, then Total Gross Sales, Total Sales Tax, Total Net Sales, Total Parts, Total Labor, Total Labor (Non-Taxable) and Total Labor (Taxable), followed by the total of every fee: Total Smog Fee, Total Shop Fee, Total State Tire Fee, Total Tire Disposal Fee, Total State Battery Fee, Total Battery Disposal Fee, Total Haz Waste Fee, Total Oil Sur Fee, Total Elec. Fund Trns. Fee, Total State Vehicle Insp. Cert. Fee, Total State Brake and Lamp Fee and Total Vehicle State Safety Insp. Cert. Fee, each summed over the invoices listed.
  5. Click any column heading to sort by it; click it again to reverse the order. The table is wider than the screen; use the scroll bar under it to reach the fee columns on the right.
  6. Click Download to export the list to a spreadsheet.
Sales To Resellers Not Subject To Sales Taxes with filters, results and totals
Sales To Resellers Not Subject To Sales Taxes with filters, results and totals

How do I get the non-taxable sales for a sales tax return? #

  1. From the Home Screen, click Reports → Sales & Financial Reports → Sales To Resellers Not Subject To Sales Taxes.
  2. Set the From : … To : … box to the filing period, for example the first and last day of the quarter.
  3. Read Total Parts in the summary for the value of parts sold without sales tax, and Total Labor (Non-Taxable) for the labor sold without tax; Total Gross Sales and Total Net Sales give the whole exempt sale. Deduct any amounts in the red REFUND INVOICE TOTAL row.
  4. Click Download to keep a spreadsheet for the return. For the taxable side of the return, use the Sales Tax Summary Report (May 28th Onward) in the same section.

How do I check that a tax exemption was applied correctly on an invoice? #

  1. From the Home Screen, click Reports → Sales & Financial Reports → Sales To Resellers Not Subject To Sales Taxes, and set the dates to cover the invoice.
  2. Find the invoice line and read which columns show $0.00 where a normal invoice would have an amount: Sales Tax, a fee column, or Labor Amount (Taxable).
  3. Click the Invoice No. to open the invoice and check the Taxable switches in its fees section against the customer's exemption paperwork. Turn a switch back on and re-finalize if it was turned off by mistake.
About this screen

Each line shows the Invoice No. (a link that opens the invoice), the Finalized Date and the Customer Name, then Gross Sales (the invoice total), Sales Tax (the tax actually charged, $0.00 when the invoice was sold tax-free), Net Sales (the sale before tax and fees), Part Amount (parts sold after discounts) and Labor Amount (labor sold after discounts). Labor Amount (Non-Taxable) and Labor Amount (Taxable) split the labor between labor items marked non-taxable and labor items marked taxable on the invoice, which matters in states that tax labor. The fee columns follow, each showing the amount of that fee actually charged on the invoice: Smog Fee, Shop Fee, State Tire Fee, Tire Disposal Fee, State Battery Fee, Battery Disposal Fee, Haz. Waste Fee, Oil Sur Fee, Elec. Fund Trns. Fee, State Vehicle Inspection Cert. Fee, State Brake and Lamp Test Fee and Vehicle State Safety Inspection Cert. Fee. A line highlighted in yellow marks an invoice where parts were sold without sales tax, the case the report is named for. The SALE INVOICE TOTAL row sums every money column for the invoices listed. When an invoice in the range was refunded, it is listed again in red in a second block that ends with a REFUND INVOICE TOTAL row, so the refunded amounts can be taken off.

The Add To Favorites switch beside the heading saves the report under Favorites on the Reports page. Which reports you see depends on your admin group permissions.

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