[AR] Sales Tax Payments

Note: This process can differ state to state. The process may need to be adjusted per your state regulations. 

Step 1: Run the AR Sales Tax Report. You can run the report for specific "Tax Codes" or all by leaving the fields blank. 

Step 2: Review the "Tax Basis" for your Sales Tax Codes. 

Step 3: Run the AP Tax Report. This report can be run by "Tax Code" or leave blank to run for all. 

Step 4: Review the "Use Tax" or "Sales Tax" or "B" for both. 

Step 5: Use the amounts from the reports for your filings. 

Specific instructions for WA Combined Excise Tax (WA DOR) can be found HERE.