thread Re: Is there a daily report that can be run to see taxable vs nontaxable sales by day? in Archived Discussions (Read Only)

Is there a daily report that can be run to see taxable vs nontaxable sales by day?

RSVender — Mon, 27 Nov 2017 19:33:24 GMT

Hello,

If this question has already been asked please forgive me as I have not been able to locate a suitable response.

Is there a report that I can run to see my taxable sales VS my nontaxable sales by day? I have a report that needs to be filled out daily and it asks for taxable sales as well as nontaxible sales. I see where you can do a date range, I.E. 9/1 through 11/27 but it only gives a lump sum for that period.

Thank you in advance for your time and assistance.

Warm Regards,

Randy George

Re: Is there a daily report that can be run to see taxable vs nontaxable sales by day?

RHatch — Mon, 27 Nov 2017 19:42:17 GMT

You can get this information by day be creating a custom report.

Here are the steps.

In the Dashboard click on Sales
Click Create New Report - you can find this at the bottom of the report list.
Scroll to the bottom and click add report
Select Taxes from the list.
Scroll up
Hover over the sections you don't want and click the X on the right corner. It always starts with the same two sections.
Now you should see your Tax section at the top.
Enter a report Title. like Daily Tax Report
Click Save Report
Now click on your new report and set your date range.
You will see it broken out by day.

Re: Is there a daily report that can be run to see taxable vs nontaxable sales by day?

LiveVine — Mon, 02 Aug 2021 03:23:57 GMT

How do I find NonTaxable Sales to add to this report? It only offers Taxable Sales.

Re: Is there a daily report that can be run to see taxable vs nontaxable sales by day?

JustinC — Mon, 02 Aug 2021 13:29:36 GMT

Hi @LiveVine

From Dashboard, visit Reports > Taxes. There, you will see a breakdown of taxable sales vs untaxable sales.