Tax Report

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Overview

 In the Tax Report, you can view information on all orders where a tax was added. 

 

Instructions

  • To access, go to Reporting--->Product Mix Report in the left navigation menu. 
  • You can filter by Tax Agency in the corresponding drop-down menu.

 

  • You can filter by date by selecting one of the options in the date range drop down menu. The default will say Today.

  • View information in the Tax Report, including:
    • the Tax Name
    • the Tax Rate
    • the Taxable Amount
    • the Tax Collected
    • the Tax Agency

 

  • Sort by individual columns by clicking on the triangle to the right of the column you want to sort.

 

  • On the top of the screen, you can view the Total Sales and the Non-Taxable Amount for all of the taxes displayed on the screen.
  • Export the Tax Report by clicking the Export button and then click on the download to open it.

 

 

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