You don't need to clear history immediately after reporting. Some people clear their tax tracking history after a year. Even more never clear it.

Hi Scott, how does that work if you run Tax tracking by Doc date? Also if you have documents that have been entered since you last return (I.e. You report on June, then in July you received a June dated Invoice, this Invoice should be included in you July return)

Ok, that is interesting. I never realized that report lacked a "From" date when run by date. Why not run the report by Fiscal Year/Period? (I'd definitely let Sage know your thoughts about that via the "Submit Product Idea" under help.)

Running the report by Year/Period may even be preferable. For example, let's say you have a recoverable tax paid on an AP invoice. It is a June invoice but you only received it in the mail today (mid July). To age the document correctly on your aged payables, you use the June 30th invoice date, but since you've already filed/remitted you tax for June (and your books are probably closed for June) your Posting date is the July fiscal period.

Then you have the problem where you haven't closed the period and are happy to post back a period, but have remitted your tax. Then the late one can't be included. As mentioned elsewhere, all other systems in the 21st century flag reported transactions. Therefore what has/hasn't been reported can be independent of accounting periods.

Then you have the problem where you haven't closed the period and are happy to post back a period, but have remitted your tax. Then the late one can't be included. As mentioned elsewhere, all other systems in the 21st century flag reported transactions. Therefore what has/hasn't been reported can be independent of accounting periods.

Agreed. There are two Tax Tracking improvements to vote on in the Sage 300 feedback forum. I think Steve will recognize the first one:
www5.v1ideas.com/.../13680
www5.v1ideas.com/.../14796