Report Center: Sales Tax Report

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Current revision

The Sales Tax report is used to provide information to assist in completing the monthly sales tax report that you are required to file with your state or province. Although this report is beneficial in many states, each state is required to file different reports.

The Sales Tax report is sorted by Taxable Sales and Non Taxable Sales, and the sales tax paid for each tax code. Tax figures can be based on either delivery or sale dates. The sales tax is calculated according to the rate that you define in Mercury Administration.

You can select whether you want to print by Accrual or Cash Basis. Accrual includes dollar amounts for house account charges that have not yet been paid. Cash Basis only includes actual cash that you have received.

If your system is set up as Canadian, the Sales Tax report will contain a section called Additional Tax Items. In it, taxes on commissions earned and taxes on orders received will be broken out based on information entered in the Canadian Sales Tax window. Additionally, there will be a section for Input Tax Credits, based on Point of Sale paid out transactions, taxes paid to the filling florists, taxes paid on commissions, taxes paid on fees and services, and taxes paid on Accounts Payable invoices.

Generating the U.S. Sales Tax Report

To generate the Sales Tax report if you are a U.S. shop:

1. On the FTD Mercury Main Menu, click Business Reports.
2. On the Report Center window, hover over the Sales button, and select Sales Tax. The Sales Tax Report screen opens.
3. From the Select Store list, select the store for which you are generating the report.
4. Select whether you are generating the report by delivery or sale date.
5. Specify the start and end dates for the report.
6. Select whether you want the data to be include based on Accrual or Cash Basis.
7. Click Generate.

Generating the Canadian Sales Tax Report

To generate the Sales Tax report if you are a Canadian shop:

1. On the FTD Mercury Main Menu, click Business Reports.
2. On the Report Center window, hover over the Sales button, and select Sales Tax. The Sales Tax Report screen opens.
3. From the Select Store list, select the store for which you are generating the report.
4. Select whether you are generating the report by delivery or sale date.
5. Specify the start and end dates for the report.
6. Select whether you want the data to be include based on Accrual or Cash Basis.
7. In the Clearing House Statement area, enter additional tax entries and/or input tax credits for wire service statements or accounts payable.
8. Click Generate.

Sales Tax Report Screen

There are two versions of this screen depending on whether Mercury Connect is configured as a U.S. system or a Canadian system.

U.S. Systems

This screen opens when you open the Sales Tax Report template. The settings you select determine the content of the Sales Tax report. When you click Generate, the report generates.

The Sales Tax Report window contains the following settings:

Canadian Systems

This screen opens when you open the Sales Tax Report template. The settings you select determine the content of the Sales Tax report. When you click Generate, the report generates.

The Sales Tax Report screen for the Canadian Sales Tax report contains the following settings:

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