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Taxes Report

  • Last Updated: May 7, 2024

Get sales tax information! This financial report summarizes sales tax dollars collected, refunded taxes, total taxes, and taxes with an applied exemption.

Navigate to the Report
  1. From Home, navigate Reports > Sales.
  2. Set a time frame and a format if applicable.Tax report time frame settings highlighted on sales report screen
  3. Select Taxes.Tax button highlighted on sales report screen
  4. View the Tax Report.


Data Points

  • Group label: These are names of Tax Groups. If custom names were assigned, those names appear here.
  • %/Unit: Taxes are calculated either by % of sale or $ per Unit.  For example, Groups A, B, C, and D are General Taxes calculated according to “% sales”. Groups E, F and G are Per Unit taxes, and taxed according to “unit, gallon, or liter”.
  • Sales: Displays sale amounts, before tax.
  • Refunds: Tax refunds display here.
  • Total Tax:
  • Exempt: Tax-exemptions display here.

Popular With

Grocery/C-StoreLiquorPizzaQSR/DeliveryRetailSalon/SpaTable Service

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Related Topics

  • Sales Reports

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