The Taxes Report, when I select "Daily" only shows the Tax amount, not Taxable Sales. If I run it Summary, it correctly shows Taxable Sales and Tax Collected. But, when I switch to Daily it shows
Taxable Amount $(what is really tax collected)
New Jersey $(tax collected again)
Total $(tax collected again)
So I have a report that lists the amount of Tax collected 3x and not Taxable Sales. I need Taxable Sales to properly report to the State.
PS - the header of the report properly shows Taxable Sales, Non-Taxable Sales for the entire period.
Welcome to the Community, @thejd99 -
Are you unable to use the Summary report for your tax purposes?
Another option would be to create a custom report on your Dashboard under Reporting.
I will keep an eye out for your reply👀.
I suppose I could use the Summary report to do the Tax reporting that I need. But I would prefer to have the detail available in case there is an issue, it would make it easier to reconcile. Am I right that the Tax Report is showing the wrong data when it is run for Daily? Or is it just me?
@thejd99 -
I don't have access to look into something this account specific, but I can recommend reaching out to our CS Team directly for them to look. They will have the access to do so.
You can use this phone number: 1-855-700-6000 Monday to Friday from 8am to 8pm.
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