Sales Tax by County

Nikki K. shared this question 18 months ago
Answered

I have my report for sales tax by county and I'm on the lead page which I have set to the dates for the half year. However, any county that has ANY tax exempt leads are showing a 0 for the tax rate and a $0 paid in tax even though I know for a fact many leads have been charged tax within those counties & dates. Basically the tax exempt is sometimes overriding on the report. The lead pages for each individual person is correctly charging them though.

I need to pay my sales tax this week and not having the report will be a pain!!! Any help is greatly appreciated!!!

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Comments (3)

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1

This is because your grouping by county so it's grouping them all together, ungroup it and it should solve the issue. Go to Settings-->Reports and click on the report and uncheck and save.

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The problem is every county near me has a different tax rate so I really need the totals done by county. I can click to show additional contacts and it will list every single one out but then I have to manually add it.

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If you want to have the tax exempt ones listed separately you would need to run filters for each county and list out each tax rate for each lead.

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