Sales Tax Liability Report is now drillable and exportable, providing greater flexibility and deeper insights into your tax data. This enhancement allows users to efficiently analyze tax details, identify discrepancies, and compare tax calculations between P3 and QuickBooks (QB).

How to Access the Report:

To access the enhanced Sales Tax Liability Report, follow these steps:

1. Navigate to Reports.

2. Under the Invoice section, select Sales Tax Liability Report.

3. Utilize the new drill-down capabilities to explore detailed sales tax data.

Two-Level Drill-Down Structure

To provide a more comprehensive view of sales tax details, we have implemented a two-level drill-down structure:

Level 1: Invoice Summary Drill-Down 

• The first drill-down from the summary page will display the list of invoices associated with the selected tax summary.

• This allows quick identification of specific invoices that may require further review.

Level 2: Invoice Detail Drill-Down

• Upon selecting an invoice, users will be able to drill down further into the invoice details.

• You can also access the customer details from this page, as the customer name is hyperlinked.