This report provides a summary of taxes collected over a specified time period. Only orders that have been marked as "Closed" are included in the calculations. You may filter the data using either the order's Closed Date or the Transaction Date.
Search Criteria
Start Date
Use the calendar component to select the start date, which defines the beginning of the search timeframe. The selected start date includes the entire day, based on the facility's time zone.
End Date
Use the calendar component to select the end date, which defines the end of the search timeframe. The selected start date includes the entire day, based on the facility's time zone.
Date Type
You may choose to run the report based on either the order's Closed Date or the Transaction Date. If an order was closed within the selected date range, it will be included in the report results. When using the Transaction Date, all transactions— including refunds— that occurred during the specified timeframe will be included.
Example Results
Report Columns
Tax Description
The "Tax Type Description" refers to the label or name associated with the tax rate. Tax rates can be managed by navigating to Admin → Facility Info → Preferences → Tax Rates.
Tax Rate
The percentage rate of tax applied to applicable sales.
Tax Amount
The total amount of tax collected for each applicable tax rate.
Taxed Sales
The amount of sales, per tax rate, that were subject to tax. Note: This value excludes taxes for products marked as "tax included." For example, if a product priced at $100 includes tax in the final sale price, the tax portion will be reflected in the "Tax Amount" column, while the "Taxed Sales" amount will represent the product price excluding tax.