I've just gone through my first filing of the California State, Local, and District Sales and Use Tax Return. Bleahh....

I ended up dumping the ledger into Excel and then checking the corresponding invoices while adding the taxing district info to the spreadsheet, then manipulated the spreadsheet as a database to get the info I needed. Worked OK, but if I had a lot to do, I would be wishing that I'd done it throughout the year.

How do you handle the sales tax?

Ned