Sales Tax Settlements for the State of California - January 2017 Quarter
Question
SIMULATION - You are a functional consultant for Contoso Entertainment System USA (USMF)
You need to create a report that contains the sales tax settlements for the state of California during the quarter that began on January 1, 2017
To validate you results, save the file in Microsoft Excel format to the Downloads\Report folder.
To complete this task, sign in to the Dynamics 365 portal.
Explanations
See explanation below.
1
Navigate to Tax > Declarations > Report sales tax for settlement period.
2
Enter the From' date.
3
Select the settlement period (Quarter)
4
Click OK'
5
Select Yes in the Create electronic tax document field.
6
Select the Downloads\Report folder and file format.
7
Click OK'.
As a functional consultant for Contoso Entertainment System USA (USMF), your task is to create a report that contains the sales tax settlements for the state of California during the quarter that began on January 1, 2017. Here are the steps to create the report:
Sign in to the Dynamics 365 portal using your credentials.
Click on the "Sales tax settlements" module from the home page.
Select the state of California from the drop-down menu.
Click on the "Quarter" field and select the quarter that began on January 1, 2017.
Click on the "Generate Report" button.
Once the report is generated, click on the "Save As" button and select the "Excel" format.
Choose the Downloads\Report folder to save the file.
Verify that the report contains the sales tax settlements for the state of California during the specified quarter.
If the report is correct, submit it as your answer.
In summary, the above steps outline how to create a report that contains the sales tax settlements for the state of California during the quarter that began on January 1, 2017. The report is saved in Excel format and saved to the Downloads\Report folder for validation.
