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Tax Report

  • Last Updated: February 24, 2023

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.
  3. Select Taxes.
  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

  • How to Run, Email & Print Reports
  • Sales Reports

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