Are you struggling with Business Central's out-of-the-box Sales Tax Collected report? You're not alone.    Many businesses find it challenging to navigate and abandon the report due to its inability to meet their needs quickly.  Accurate and easy-to-use sales tax reports are crucial for compliance and efficient financial management. Microsoft Dynamics 365 Business Central offers a robust solution, but it often requires some customization to make the most of it.  In this post, we'll guide you through the process of transforming the standard Sales Tax Collected report into a more user-friendly and insightful tool.

For this example, our customer was a Canadian Company and needed to be able to quickly report the Total Sales in CAD as well as in CAD, and accurately report the taxes from those sales. 

The out-of-the-box sales tax report when printed as a PDF will show you each Tax Jurisdiction individually, which didn’t give my customers the totals they were looking for.  Our next step was to find the data, I knew the Sales Tax Collected Report had the information I needed but it was delivering it in a manner my customer didn’t like. 

The “fix” was to run the report but change the file type to export as “Microsoft Excel Document (data only)”.  Once I was able to review the data, I created pivot tables that resulted in the information my customer needed on a basic level.  I filtered those pivot tables down to NON-Tax Sales in USD and Taxable Sales, which delivered their Sales Total.   I created another set of pivot tables to narrow down the taxes collected, the taxes paid as well as the taxes paid by a brokerage and displayed it as a small color coordinated table that resulted in the amount the company would either need to pay or be set to receive in return.

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After confirming this solved their dilemma, I went back to Business Central to the Report Layouts area and created a copy of report ID 24 – Sales Tax Collected.  I imported in my version of the report and set it to be the default report in Report Layout Selections.  Now, when my customer wants to run the company's Sales Tax Collected Report it will deliver to them the exact report I created.

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Revamping the Sales Tax Collected report in Business Central involves understanding the default report, preparing for customization, and following a series of steps to improve its usability.  Give your sales tax report a makeover today and experience the benefits of a more intuitive and accurate reporting tool.

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