The sales tax reports provide a view of sales tax data to assist you with completing your tax returns.
All tax codes are displayed on the sales tax reports - tax regimes do not currently apply to these reports.
Sales tax report
Find this report at Reports > Sales tax.
This report displays net and tax values for both sales and purchases, broken down by both:
- Tax code
The tax by tax code section displays all net and tax amounts for the tax components within the tax code, with an overall total for the tax code.
- Tax component
The tax by tax component section displays all net and tax amounts for each tax code using the tax component, with an overall total for the tax component.
You are able to see the net and sales tax per component and the total for each tax code.
Sales tax detail report
Find this report at Reports > Sales tax detail.
When dealing with large amounts of data we recommend exporting the report. The report will be requested as a background task to allow you to continue working. When your report is ready it can be downloaded from your Background tasks.
The sales tax detail report lists all items from invoiced sales and credits with the following information:
- Order ID
- Company name
- Origin city and state (taken from the order warehouse address)
- Destination city and state (taken from the delivery address on the order)
- Item SKU and name
- Net amount
- Tax amount
- Tax code