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

[RSVender]

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

[RHatch · Accepted solution]

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.

[LiveVine]

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

[JustinC]

Hi @LiveVine 

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