Tax Report Preparation: Implementation Checklist

To ensure that the system is configured properly for preparing a tax report, make sure that the criteria listed in the table have been met in the system as described.

Form Criteria to Check Notes
Vendors (AP303000) For each tax agency to which you will submit tax reports, you should create a vendor account with the Vendor is Tax Agency check box selected. For details, see Tax Agency: To Set Up a Tax Agency for Sales Taxes.
Reporting Settings (TX205100) Make sure that the tax report is properly and fully configured for the particular tax agency. For details, see Tax Report Configuration: To Create a Tax Report for Sales Taxes.