SM Government Tax Recalculation Report overview

Sales Manager > Report > SM Reports > SMRGC

Function acronym: SMRGC

Use this report to recalculate sales tax on all uninvoiced orders. The ranges in this report allow you to limit the report and tax recalculation by a range of state, county, city, or other tax codes or numbers. The report produces a list of order numbers for each order on which tax was recalculated.

Note: If, for example, one or more jurisdictions have been added to the tax master record with SA Sales Use Tax Setup or SA Goods and Services Tax Setup, the report cannot recalculate to include the change. First, you must make the adjustment or correction to the order in Sales Order Entry, then run the report.

The SM Government Tax Recalculation Report does not create new credit card authorizations nor adjust or create tendering transactions for any difference in the tax amount on sales orders. If payment adjustments are required on a sales order after taxes are changed by this report, you must manually make those changes in Sales Order Entry and possibly re-tender the order. If a tax amount change is not re-tendered, it is shown as an amount due after invoice processing.

If you use a third-party tax package, you can still use this report to recalculate taxes; however, the report will only use the state code and order number ranges. The other ranges are ignored. Additionally, the format for the printed report is different for those who use a third-party tax package. The report prints only state code and order number. County, city, and other codes are not shown.