Modify Sales Tax Schedule Report

I had the honor of updating the sales tax rates in our GP system following the 4/1/09 changes in CA. The existing Tax Schedule report was not useful to me because I had set up the sales tax function in GP to make good use of the Tax Details; so that a typical tax schedule will have 3 - 5 tax details in it. I quickly modified the report to show the tax percentages and to add them up by Tax Schedule.

To print the report navigate: Reports >> Company >> Taxes
Select "Tax Schedule" for the report type.

I made three modifications:

Add the Tax Detail Percent field from the Sales/Purchases Tax Master table, to the body of the report. You'll want to make some room for it.

Add a footer with Report Section Options, using the Sales/Purchases Tax Schedule Header table, and the Tax Schedule ID field.

Add the Tax Detail Percent field from the Sales/Purchases Tax Master table, to the new footer. Change the Display Type to "Sum".

And that's it. This gave me the basic information I needed to ensure that I had set up the tax schedules correctly. It took me less than ten minutes to get the basic report.

You may want to make it look a little better by adding labels and formatting the total amount.

This is what mine looks like: