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New York State Sales Tax — PrompTax

  • February 9, 2026
  • 1 reply
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debbiereed72
Varsity I
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PrompTax is an electronic filing and payment program that's mandatory for certain businesses in the state of New York. One condition is if the tax liability for the June 1 through May 31 period immediately preceding the previous June 1 through May 31 is more than $500,000. 

 

A taxpayer must pay in sales tax no later than 3 business days after the 22nd day of each month.  Sales tax is paid in for the 1st – 22nd of the current month, and for the 23rd – end of the previous month.

 

Here’s the problem: The Tax Periods can only be configured as Half Month, Month, Two Months, Quarter, Half a Year, Year, Financial Period. There is no way to create a tax report for 23rd month 1 through 22nd month 2.

 

Anyone else face this and solve it?

Best answer by nihalshaikh69

Hi ​@debbiereed72 ,

In practice, companies usually address this limitation in Acumatica by keeping the standard monthly tax periods as delivered.

For NY PromptTax filing, they then rely on a custom report—typically a Generic Inquiry (GI) or Financial Report—filtered by transaction date rather than tax period.

The report is configured to pull transactions from the 23rd of the prior month through the 22nd of the current month, which matches the PromptTax payment requirements.

This approach avoids modifying core tax period setup while still providing accurate data for PromptTax compliance.

Debbie Reed, W.M. Synergy

    1 reply

    N
    Freshman II
    • nihalshaikh69
    • Freshman II
    • Answer
    • February 10, 2026

    Hi ​@debbiereed72 ,

    In practice, companies usually address this limitation in Acumatica by keeping the standard monthly tax periods as delivered.

    For NY PromptTax filing, they then rely on a custom report—typically a Generic Inquiry (GI) or Financial Report—filtered by transaction date rather than tax period.

    The report is configured to pull transactions from the 23rd of the prior month through the 22nd of the current month, which matches the PromptTax payment requirements.

    This approach avoids modifying core tax period setup while still providing accurate data for PromptTax compliance.

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