To run the report:

1. Click Reports → Activity → Sales by State. The Sales Total by State Report window will appear.
2. Specify the Date Range you wish to analyze.
3. By default, this report will only include sales shipped out of state. To include sales shipped in your state, check Include My State.
4. If you are a multi-store user, you can use the Store drop-down to run this for a specific store. Leave blank to include all stores.
5. Click OK to generate the report.

Fields on this report include:

State: The state the sales were shipped to.

Store: For multi-store users, a breakdown by store #.

Sales Total: The total sales amount.

Tax Collected: The total tax collected.

# of Transactions: The # of transactions. Click on this # to see a list of the sales receipts.

# of Customers: The # of customers. Click on this # to see a list of the customers.

Next Steps:

For any state where you determine you have a tax collection obligation you must setup a tax definition:

1. Click Administrative → Sales Tax → Tax Definitions.
2. Click the Add button.
3. Specify an ID (abbreviation e.g. CT Tax) and Description (e.g. Connecticut Sales Tax).
4. Specify the tax Rate %.
5. Rounding sets the threshold at which to round up. Set this to .005 unless your state has special rounding rules.
6. Qualifying Sales defaults to All Sales. If your state has specific dollar thresholds for when tax applies, you can set limits using these fields and/or the Exemptions fields.
7. Set Qualifying Customers to Shipping to (or walk-in to store located in) and select the state.
8. Visit the Categories, Stores, Misc, and Other tabs and check everything this tax should apply to.
9. Save your tax definition.