Sales Tax Filing Report (BOLD Analyze)

October 02, 2026 17:36

This report is useful for filing sales tax at end of year.

Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.

Click here to go to the Invoice and Accounts Receivable Category (list of Analyze Reports)

Click on the links below for more information:

If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager.

CHAPTERS

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Filter Panel
Locating the Analyze Report
Logic
Filter Options
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Field Details

This report is useful for filing sales tax at end of year.

Click here to go to the Invoice and Accounts Receivable Category (list of Analyze Reports)

Parameter Name	Options	Description
Division	All available Employers	Use this filter to refine Employer of Transaction
Region	All available Regions	Use this filter to refine Region of Transaction
Office	All available Offices	Use this filter to refine Office of Transaction
Sales Tax Name	All available Sales Tax Names	Use this filter to refine Sales Tax of Transaction
Date Type	Accounting Period Date, Invoice Date	Use this filter to refine Date Type of Transaction/Invoice
Date From		Use this filter to refine Transaction falling under the date range as per the Date Type selected.
Date To
Date Range	None, Yesterday, Today, Tomorrow, Last Week, This Week, Next Month,etc.	When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'.

Field Name	Description	Notes
Transaction Employer	Transaction Employer
Transaction Region	Transaction Region	This field is hidden but it can be selected from top to display in the report
Transaction Office	Transaction Office
Talent ID	Transaction Talent ID from Frontoffice/Bold
BO Talent ID	Talent ID from BackOffice/Classic	This field is hidden but it can be selected from top to display in the report
Talent	Talent Name
First Name	Talent First Name
Middle Name	Talent Middle Name
Last Name	Talent Last Name
Company ID	Transaction Company ID from Frontoffice/Bold
BO Company ID	Company ID from BackOffice/Classic	This field is hidden but it can be selected from top to display in the report
Company	Company Name
Transaction Type	Transaction Pay Code
State	State Name associated with the Sales Tax
County	County Name associated with the Sales Tax
Sales Tax Name	Sales Tax Name
Item Pay	Transaction Paid Amount associated with the Pay Code
Item Bill	Transaction Bill Amount associated with the Pay Code
Taxable Amount	Amount in which the Actual Tax is calculated
Sales Tax Amount	Total Sales Tax Amount
Sales Tax Rate	Rate at which the Sales Tax is calculated
Is Adjustment	Pay Code Deduction Type If the Pay Code is Deduction Pay Code then it displays Yes else it displays No.