Sage 300 Sales Tax Reports

Question

Hello, 
 I have a client who uses Sage 300 and I file their sales tax returns for them and I cannot figure out the best report to use to find the sales tax information I need (shipping state, shipping city, amounts) without digging through piles of information I do not need. Any suggestions? they file in about 20 different states. 
 Thank you!

Django · Accepted Answer

You're going to want to find a reporting tool like Crystal Reports or Sage Intelligence. Once you're connected to the database I think you're going to want to report on invoices (OEINVH) and credit notes (OECRDH) since those will have the address information of the shipped transactions for taxation purposes. Orders (OEORDH) will have details on orders but not when the order was shipped or if any of the order was credited. 
 And they may want to look into Avalara for tracking their taxes.

Brandonjhash · Answer

Query the OEORDH table it will contain all of that information.

Sage 300

Sage 300 Sales Tax Reports

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