Tax Compliance Report

The Tax Compliance Report compares the tax code assigned to each item (through its subdepartment) against the tax code expected by the government product classification (UNSPSC/SAT). Use it to identify items whose tax setup does not match the current fiscal regime. Access from Sales › Tax Compliance Report.

Filter Fields

Store Filter

Limit the report to a single store or choose All Stores.

Department

Filter by item department.

Subdepartment

Filter by item subdepartment.

Item

Filter by a specific item.

Segment Filter

Top-level UNSPSC/SAT segment. Selecting a segment enables the Family and Class filters.

Family Filter

UNSPSC/SAT family, populated after a segment is chosen.

Class Filter

UNSPSC/SAT product class, populated after a family is chosen.

Product Code Filter

Filter by a specific international product code (SAT/UNSPSC).

Mismatches Only

When checked, only items whose expected tax does not match the actual tax are shown.

Report Columns

Column	Description
Item Number	Inventory item number.
Description	Item description.
Product Code	International product classification code.
Product Desc	Description of the product classification.
Expected Tax	Tax code expected for this product class.
Zone	Tax zone or region used for the comparison.
Actual Tax	Tax code currently assigned to the item.
Status	Match or mismatch indicator.

Totals

Total Items

Number of items included in the report.

Total Mismatches

Number of items where the expected and actual taxes differ.

Actions

Refresh

Reload the report with the current filters.

Print

Print the current report.

Columns

Choose which columns are visible.

Search Product Code

Open the product code lookup to find and select an international product code.

Close

Close the report window.

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