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Question

Advance Sales Tax

  • July 25, 2025
  • 5 replies
  • 73 views
C
Freshman I

Hi everyone,

I am looking for some input from anyone else who has to pay sales tax prior to the end of the month. We are in Massachusetts, which requires certain businesses to make an advance payment before the related tax return is due.

Due dates:

  • Advance payment of tax collected through and including 21st day of month due on 25th of monthly filing period
  • Payment of remaining amount due with return on 30th day after end of monthly filing period.

So due dates would be as follows:

June 1 – June 21: due June 25

June 22 – June 30: due July 30

July 1 – July 21: due July 25

July 22 – July 31: due August 30

August 1 – August 21: due August 25

August 22 – August 31: due September 30

 

We do currently have a process, but it requires a lot of manual intervention which introduces opportunity for error. As there are many states who require advance sales tax payments to be made, I am interested in how other businesses calculate advance sales tax payments so that I do not have to reinvent the wheel.

We are using 2024 R2 with no tax integrations.

Thanks!

5 replies

jhouser
Captain II
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  • jhouser
  • Captain II
  • August 18, 2025

Hi ​@cwilder Are you using the tax module in Acumatica? If yes, it should calculate taxes for you and show you amounts due in native reports. 

If not, let me know if interested in help setting up the tax module. 

Contract for hire: https://www.linkedin.com/in/jesse-houser-052817b6/
    C
    Freshman I
    • cwilder
    • Author
    • August 18, 2025

    HI ​@jhouser, we are not because it cannot handle going back and forth on the dates. We need to calculate the advance tax for July 1-21, then go back and calculate June 22-30.

    jhouser
    Captain II
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    • jhouser
    • Captain II
    • August 18, 2025

    ​@cwilder Have you looked at all the reports in tax module? Some of them have a From and To date. Also, even if you could not run by date, could you not record the amount paid for July 21st, then subtract that amount from total owed at end of month?

    Contract for hire: https://www.linkedin.com/in/jesse-houser-052817b6/
      C
      Freshman I
      • cwilder
      • Author
      • August 18, 2025

      ​@jhouser not recently, I will take another look.

      We have been using Acumatica for about a year now and just now getting down to sorting out things that weren’t immediate issues. We currently have a method that works but it is not the most elegant so I am hoping to find a better way. 

      --

      I looked and the built in tax options will not work for advance sales tax.

      jhouser
      Captain II
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      • jhouser
      • Captain II
      • August 18, 2025

      I've worked with a company that pays in advance using the standards Acumatica reports. Hopefully you can use the module. Let me know if interested in help setting it up to meet your needs. 

      Contract for hire: https://www.linkedin.com/in/jesse-houser-052817b6/
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