Sales Tax Report

The Sales Tax Report provides a detailed overview of sales tax transactions for a selected period. It includes essential data such as the country, state, transaction number, date, pre-tax amount, tax amount, and the total amount, including tax. This report helps track sales tax collected during a specific timeframe, clarifying tax obligations and financial reporting.

To View a Sales Tax Report:

1. Go to Reporting > Sales Tax Report.

   
2. You will see data with the following fields:

   • Country

   • State

   • Transaction Number

   • Date

   • Pre-Tax Amount

   • Tax Amount

   • Total

   Note:

   You can click on any item in the list to be redirected to the Invoices page, where you can edit any details.

3. (Optional): In Select Period, you can manually select from the following options:

   • Year to Date

   • Last Year to Date

   • Last Quarter

4. (Optional): Select Export to generate a file with accurate records for tax compliance and auditing.

   

Note:

If any transaction has an incomplete address, it will be highlighted in the report for you to review and update.