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dynamiczip:faq:california_report_faq

Reporting Sales & Use Tax in California

How can I use DynamicZip to generate the amounts needed to complete my CA State tax return ?

By printing an Option D Tax Report with the proper settings (Please see below.), then opening that report in a spreadsheet software, like Microsoft Excel, and adding four additional columns and a row of totals at the bottom. The resulting spreadsheet should provide the information required to accurately complete a CA State sales tax return. Here are our instructions for this workaround.

  1. Open the DZ Reports window.
  2. Set the Reports field to Sales Tax - Option D.
  3. Press the New button to open the DZ Report Options window.
  4. Give the report a name.
  5. Set the Primary Sort field to Jurisdiction.
  6. Press the expansion button (blue arrow) next to the Primary Sort field to open the DZ Report Section Options window.
  7. Set the Section 2 field to None. NOTE: Leave the Section 1 field equal to Jurisdiction.
  8. Press the OK button to save and close the DZ Report Section Options window.
  9. On the DZ Report Options window select the checkbox for Print Column Headings.
  10. Enter and insert a State Range of from CA to CA.
  11. Enter and insert the appropriate date range for your return.
  12. Press the Destination button to open the DZ Report Destination window.
  13. Set the Save In field to an appropriate file path and name. IMPORTANT: The file name must contain a file type extension. We recommend using .csv for comma delimited files.
  14. Set the File Format field to Comma - delimited.
  15. Press the OK button to save and close the DZ Report Destination window.
  16. On the DZ Report Options window press the Print button to generate the report.
  17. Press the Save button to save the report for later use.
  18. Close the DZ Report Options window.
  19. Open the printed report using Excel or some other spreadsheet software.
  20. Add a column for State Tax (= the Taxable column * .06).
  21. Add a column for County Tax (= the Taxable column * .0025).
  22. Add a column for Combined State and Local Tax (= the Taxable column * .01).
  23. Add a column for District Tax (= the Tax column - (State Tax column + County Tax column + Combined State and Local Tax column)).
  24. Add a row at the bottom that contains the sum for each column.

The sum amounts at the bottom should provide the values needed on the first page of the return. The District Tax column should provide the values for filling out the district tax section of the return.


Frequently Asked Questions
California Report

dynamiczip/faq/california_report_faq.txt · Last modified: 2020/04/06 17:00 by chuck