Skip to main content

New York State Tax Reporting

Distributor reference for New York state tax reporting in Encompass: the default customer, product type and sales date filters used in the tax statements. Requires v25.03+.

B
Written by Bailey Naas-Thornton

Minimum Version Required: 25.03

Pre-Conditions

Default Filters in the Tax Reporting Statements
​
​

Customers:

  • Customer.ChargeAreaID <> 2
    ​
    ​

  • Customer.CustomerTypeID <> 73
    ​
    ​

  • Customer.ResaleNum does not begin with "EX"
    ​
    ​

  • Customer.CustomerTypeID not on a Trade Channel with a RetailClassBudCode.CodeType = "BudRPF07" AND Code.Description IN (House Account, Inventory Balance (Over/Short), Employee Sales)


​
​Products:

  • ProductType.TypeCode = (1, 2, 4, 5) (3.2% Beer, Repeal Beer, Wine, Liquor according to the comment)


​
​Sales:

  • InvoiceTransHist.LoadSheetDate.DateConversion.Date >= StartDate and <= EndDate and DateConversions.Year >= StartDate.Year and <= EndDate.Year
    ​
    ​

  • NumUnits <> 0

Did this answer your question?