The Transaction Detail by Tax Code report contains detailed information about the amounts owed.
Note: This is the cash basis version of this report. For the accrual basis version, see the link under Related topics.
Open the report
On the Reports menu, point to Cash Basis, and then click Transaction Detail by Tax Code.
Default information in this report includes transaction types and numbers, tax rates, taxable amounts, sales tax amounts, names, and memo information. To change column options, do the following:
On the toolbar, click Modify Report, and then in the Modify Report pane, select or clear the appropriate Columns options.
For detailed information about how to view individual transaction details, or modify, display, save, print, or export the report data, see Working with reports. For detailed information about how to filter report data, see Filter reports.
Change report basis or date range
To change the report basis for this report, do the following:
On the toolbar, click the arrow next to Report Basis, and then select Cash or Accrual.
To change the date range for this report, do the following:
On the toolbar, click the arrow next to Date Range, From, or To.
Sort by report groups
You can sort the groups within the report in addition to sorting the rows within the groups:
To sort the groups within the report, on the toolbar, click the arrow next to Sort Report Groups by, and then select an option.
To switch between ascending and descending order, click the sort by ascending or sort by descending buttons on the toolbar.