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South Carolina State Tax Reporting

Distributor steps to generate the South Carolina state tax report in Encompass: choose locations, dates and product types, and edit customers on the report. Requires v25.06+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 25.06

Pre-Conditions

  • Doing business in South Carolina

Steps

Generating The Report
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  1. Use the South Carolina State Tax Report generator
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  2. Select the Location(s) you wish to generate the report for
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  3. Select the date range for the report
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  4. Select the product type(s) you are including in the report
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  5. Create Report

To Edit Customer on the report:
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  1. Generate report
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  2. Click Edit on the report
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  3. Scroll to the bottom of the report and Select Customers
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  4. Search for the customer and Save
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  5. Create the report again -- Print or Email

You can also use the State Tax Report Comparison report to manually build an Excel file.

Fields And Definitions

Supporting Reports:

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