Tax Totals
Initial (Main Search) Screen
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SignOn to the Back Office.
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From the Reports > Sales Analysis Reports menu, select Tax Totals Report.
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An initial search screen (like the one shown below) should appear:
Screenshot of the Tax Totals application.
- Select the desired Store from the list of available stores, this is a required value.
Screenshot of the Tax Totals application.
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The user may also select a Period and Start Date to filter the results.
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Periods are: Daily, Weekly, Monthly, Qtrly, and Yearly, the default Period is Daily.
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The Start Date has a default value for each of the period values and may also be manually set.
Screenshot of the Tax Totals application.
- Click Search, the results will display in a grid like the following:
Screenshot of the Tax Totals application.
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Click Clear to clear the results and restore the search criteria to their default values.
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When results are displayed, the Export and Print buttons are enabled; see section 3.
Results Grid
As shown above, the results are displayed in a grid. If results for more than one tax group are visible, a summary row appears at the bottom of the grid.
The fields in the results for each tax group are:
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Group Name - the name of the tax group; this can be Default Tax, Secondary Tax, or No Tax.
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Authority Name - the name of the tax authority assigned to the tax group.
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Taxable Sales - total amount from taxable sales.
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Tax Exempt Sales - total amount from sales that were tax exempt.
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Tax On Exempt Sales - how much tax would have been collected from sales that were tax exempt.
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Tax On Sales - how much sales tax was actually collected.
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Taxable Returns - total amount from taxable returns.
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Tax Exempt Return - total amount from returns that were tax exempt.
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Tax On Exempt Return - how much tax would have been paid out from returns that were tax exempt.
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Tax On Return - how much tax was actually returned.
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Income Tax - Net tax, Tax On Sales minus Tax On Return
The Summary row contains values from all tax groups used in the selected store. The Tax Group Name and Tax Authority Name fields are blank, the rest of the fields are the same as those for the individual tax groups.
Other Commands
Export
The Export function allows the user to save the report as a comma-separated values (CSV) file for use in Excel. Once you have a result set that’s filtered as desired, click the Export button. The file is saved as TaxTotals_yyyy-m-d.csv in the default location, typically the Downloads folder for the user.
The Print function allows the user to save the report as an Acrobat PDF file for viewing/printing in Adobe Acrobat Reader. Once you have a result set that’s filtered as desired, click the Print button. The file is saved as TaxTotals.pdf in the default location, typically the Downloads folder for the user.