Release of Sales Tax Report: Implementation Checklist
To ensure that the system is configured properly for releasing 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. |
| Release Tax Report (TX502000) | Make sure that a tax report for a specified tax period has been prepared and ready for release. | For details, see Preparing a Tax Report for Sales Taxes. |