Tax1/ Tax2

Click on the Tax1/ Tax2 link on the Tax Analysis screen to open the Tax1/ Tax2 screen.

The Tax1/ Tax2 screen allows you to create a tax analysis report for tax codes 1 and 2, the city tax code, and the county tax code.


The fields on the Tax1/ Tax2 screen are:

Field Description
Report Type

Select whether to run:

  • A detailed report that displays all General Ledger account transactions for the selected time period.

  • A summarized report that displays only the General Ledger account totals for the selected time period.
Print by Code

Select whether to run the report for Tax 1, Tax 2, the City Tax Code, or the County Tax Code.

Note:  The City Tax Code and County Tax Code only appear as options from the drop down list if the XMIT table switch Default Via to FST Exempt# Y or N is activated in green screen.
Code to Use Select whether to run the report based on Invoice Tax Code or the Current Customer Master Tax Code.
Print By Province/ State Select whether to show separate totals for each tax code by province or state. If this option is selected, the province or state currently assigned to each customer in the customer master file is used. If this option is not selected, the report will include totals for each tax code regardless of the province or state of the customer.
Include Only Sale Accounts Select whether to include all G/L accounts or only sale G/L accounts on the report.
Include Transactions With No Tax Code Select whether transactions with no tax code will be included on the report.
Include Transactions With Exempt Tax Code Select whether transactions with an exempt tax code will be included on the report.
Start Date The start date for the report.
End Date The end date for the report.
Printer The printer to be used for printing the report.
or PDF Creates a PDF file of the report which can be viewed via the PDF Viewer.

The following reports are produced:

BIL921 Tax Analysis
BIL977 Tax Analysis Summary

Use these buttons to complete your work on the Tax1/ Tax2 screen:

Button Function
Continue Runs the Tax Analysis report.
Close Closes the Tax1/ Tax2 screen and returns to the Financial Reporting Runs screen.