How-To Print Sales Tax Reports on Closed Orders

Cyrious Control is based on accrual accounting, thus by default all sales tax reports are based on the sale date of orders and service tickets in Control. The sale date is used as the date in which the revenue is recognized, additionally the recognition of any sales tax liability that is then owed. At times users will elect to choose cash accounting for their small business, when this occurs the reporting of sales tax information becomes increasingly more difficult since Control does not support the cash accounting method.

Cyrious recommends you speak with your accountant about reporting requirements of cash accounting for the proper steps you should take to accurately report your sales tax owed. In our experience, users of cash accounting will typically ask for sales tax information based on closed orders because it helps to give them once piece of information they'll need for reporting. These steps will walk you through configuring the sales tax reports in Control to report based only on Closed orders.

Warning: Simply printing the Sales Tax reports based on Closed Orders may not directly represent your total tax owed when using Cash Accounting, please consult your local CPA for the proper reporting procedures.

1. Open Control
2. Click on Setup | Reporting Setup
3. Expand the Reports on Main Menu report group in the middle column.
4. Expand the Financial Reports & Closeout report group
5. Expand the Tax Reports report group
6. Click on the Sales Tax Summary report and click the Clone button on the right side toolbar.
   1. You will now have a cloned copy of the Sales Tax Summary report, change these options on the clone
   2. Change the Menu Item Name: field to Sales Tax Summary on Closed
   3. Click on the Options tab, then click on the Show Detail button next to OnlyOnClosed and set that option to True
   4. Click the Save button on the right side toolbar.
7. Click on the Sales Tax Detail by Order report and click the Clone button on the right side toolbar.
   1. You will now have a cloned copy of the Sales Tax Detail by Order report, change these options on the clone
   2. Change the Menu Item Name: field to Sales Tax Detail by Order on Closed
   3. Click on the Options tab, then click on the Show Detail button next to OnlyOnClosed and set that option to True
   4. Click the Save button on the right side toolbar.
8. Click the Close button on the right side toolbar to close the Reporting Setup window.
9. Repeat these steps for any other sales tax reports you wish to modify to report only on Closed orders.

Contributor: Brandon, Cyrious

Date: 07/27/2010