thread Sales and tax yearly report in Archived Discussions (Read Only)

Is there an immediate sales tax report with Square Point of Sale?

Kingmarket — Wed, 18 Jul 2018 22:43:49 GMT

I will be attending a large tradeshow. The local taxing authority requires “on demand“ sales tax reports and immediate payment. Is there a report available?

Re: Sales tax reporting

ACAcatering — Thu, 12 Apr 2018 01:44:17 GMT

There sure is! Go to your dashboard click on "Sales">"Taxes." You can then set your date range. See the pictures below.

Re: Sales tax reporting

VintageFox — Fri, 06 Sep 2019 19:28:05 GMT

The menu you show looks nothing like the one on my phone. Is there an updated version (as of 9/6/19)?

Re: Sales tax reporting

Helen — Sat, 07 Sep 2019 22:35:06 GMT

Hello @VintageFox! ACACatering was signed in to their Dashboard from a computer and YES the layout of the Dashboard has changed slightly since then!

You should still be able to access the same information if you navigate to the Reports section of your online Square Dashboard.

It'll look like this:

Taxes

Flearamirez64 — Tue, 10 Dec 2019 05:06:58 GMT

Where would I find what ive paids into taxes? Or do I have to wait until end of year?

Re: Taxes

ashc — Wed, 11 Dec 2019 13:32:10 GMT

Hi @Flearamirez64,

I moved your post to an existing thread in the Community around tax reporting that you can view on the Dashboard.

Check out @ACAcatering 's answer above!

Sales and tax yearly report

Ce54940 — Thu, 09 Jan 2020 20:48:58 GMT

How do I pull up a sales a tax report for all of last year.

Re: Sales and tax yearly report

ashc — Fri, 10 Jan 2020 15:36:43 GMT

Hey @Ce54940!

I merged your post with an existing thread on how to pull these reports.

Check out @ACAcatering 's answer above for more details.

Multiple Sales Tax Rate Reports

BroncoBar — Wed, 13 Jan 2021 16:33:44 GMT

How do I pull a report or view a breakdown for multiple sales tax rates? I would like to see a breakdown of sales tax collected and or total net sales for each tax rate that I have set up. Example: Non-taxable, 5.5% and 7.5%.

Thanks to anyone who can offer assistance.

Re: Multiple Sales Tax Rate Reports

JustinC — Thu, 14 Jan 2021 17:34:17 GMT

I merged your post to the thread you're looking for @BroncoBar

report payment made to square

madeiraconstruc — Thu, 04 Feb 2021 00:34:13 GMT

where I can find the annual report from square?

i need to deduct square on my tax report

Re: report payment made to square

ashc — Thu, 04 Feb 2021 12:46:45 GMT

Hi @madeiraconstruc and welcome to the Community.

I moved your post to one of the existing threads where this question has been answered.

All reports you can pull are available on the Online Dashboard under > Reports.

Breakdowns for Online Store Sales Tax Collected

SSS2017 — Sat, 27 Feb 2021 20:58:31 GMT

We've pulled our tax report from Square, but since we have a Square Online Store where the sales tax is calculated automatically in the USA it only lists it as "New York" rather than a breakdown by county (you need both county and state for the state of NY). Is there a way to break this down without having to manually go through each sales transaction and figure it out for myself? Also, there's some listed simply as "Tax" which is not something that we've added in the settings, so not sure what tax that actually is... can anyone help?

Re: Breakdowns for Online Store Sales Tax Collected

isabelle — Mon, 01 Mar 2021 18:06:59 GMT

Hey @SSS2017! ✨ Welcome to the Seller Community 🎉

Where are you pulling this report? Within Square Online or are you going to the Transactions tab within the Square Dashboard?

Re: Breakdowns for Online Store Sales Tax Collected

SSS2017 — Thu, 04 Mar 2021 23:02:48 GMT

We’re pulling it from the “Reports” tab in the Square Dashboard

Re: Breakdowns for Online Store Sales Tax Collected

AshleyK — Fri, 05 Mar 2021 20:30:16 GMT

@SSS2017 I've merged this thread to another that should help answer your question. Please let me know if you have any follow up questions though. We can always clarify! 🙂

Re: Sales tax reporting

AtoZdinners — Thu, 20 Apr 2023 23:40:14 GMT

my sales tax report doesn't look like the above screen shot. it only lists WI but I have 3 different sales items setup for WI. How do I get a breakdown of all 3 of the tax counties.

my tax report lists taxable sales, WI and total

my sales tax setup area lists tax - Milwaukee county, tax - Ozaukee County, Tax - Waukesha County. I don't even have a tax item setup that says "WI" although all the taxes are in WI counties.

Re: Sales tax reporting

JJ_ — Sat, 22 Apr 2023 20:26:28 GMT

Hello, @AtoZdinners

Your Sales Tax Report will only reflect the applicable Sales Taxes processed during the specified time period. If you filter by last year you will most likely see all the Sales Taxes that your charged during that time frame.

The square Dashboard has gone through several updates since the screenshot was taken in 2018 so I wanted to make sure you had a direct link to the correct page where your report lives.

I hope this information is helpful!

Re: Is there an immediate sales tax report with Square Point of Sale?

jquest — Sun, 04 Jun 2023 00:21:45 GMT

Would it be possible for the mods to put a link to the threads they are merging questions to? I need a report for all the counties as well. Do I need to manually enter each different county and tax rate?