Applies to: RollMaster (RM) Core
Use this article as a reference for the Sales Tax Collected module
Does Not Cover: Retail Lead Management (RLM).
Menu Path: Sales Processing > Reports 2 > Sales Tax Collected
For other Sales Processing programs, refer to the Sales Processing module documentation.
If your state allows you to pay sales tax after the customer has paid for a Job in full, then use this report. Many states do not, so please be sure to check with your CPA or Tax Advisor for verification. If you use this report, you need to be sure not to clear the information out of the Sales Tax Reporting Details report explained above. You can print this report once a month to find out how much sales tax is owed. When you enter this report module, the screen will appear as followed:
In addition to exporting the data to Excel, or clicking the Print button, you can also access prior cleared files by date, which can be called up and reprinted at a later time in a csv format. That option appears along the top as follows: Sales Tax Collected History. This option will prompt a Sales Tax Collected History box as follows:
Double-click on a file to view the detail in a csv format.