How Do You Create a Sales Tax Filing List When Using Zip2Tax™?
Getting Sales Tax Filing List into Excel
- Run your Sales Tax Filing List for your filing month.
- Remove the Tax Code grouping in the top left corner. Move your mouse over the box and click the X.
- Save your Sales Tax Filing List as a csv file.
- Open your saved csv file in Excel.
Preparing List in Excel
- Select Column L – Tax
- Select Text to Columns in Data Tools within the Data tab of Excel.
- Choose Delimited on the Convert Txt to Columns Wizard popup, then Next to proceed to Step 2
- Select Comma as the Delimiter, then Next to proceed to Step 3
- Select Finish
- Rename Columns Headers on Row 1 to the following:
- Column L should be renamed to State
- Column M should be renamed to State Code
- Column N should be renamed to County
- Column O should be renamed to County Code
- Column P should be renamed to City
- Column Q should be renamed to City Code
- Column R should be renamed to Locality Code
- The columns are ready to be sorted to provide totals for each applicable code
- If there is an NA in any of the cells, this means there is no reportable code for that jurisdiction.
Totaling Jurisdiction for Sales Tax Filing Preparation
- Select Filter in Editing within the Home tab of Excel.
- To find Total State sales per state, use the filter on Column L to select only the state you are preparing your tax return for. For example, to find total sales for Texas, filter Column L to include only TX
- Sum the total of Columns E through I to get your totals for Tax, Taxable Sales, Non-Taxable Sales, Taxable Freight, and Non-Taxable Freight.
- If applicable, further filter by County Code (column O), City Code (Column Q), and/or Locality Code (Column R) to get your totals as needed for filing your sales tax return
- To prepare the next state return, return to Step 1 in this section to filter to the appropriate state.