Question about sales tax report

[Purrboise]

I am needing to see detail on where my sales tax is being collected as it has jumped much higher than it should be in the last few months. I went through item by item to make sure all the tax settings were correct but I still want to see a report on the transactions that make up the sales tax collected for last quarter. 

Is there any way to do this? In tax reports it only gives a total of sales tax collected. Any way to see that by transaction?

Thank you!

[ryanwanner · Accepted solution]

Hello @Purrboise !

You can download a transactions CSV that will break down your taxes by item.

Dashboard -> Transactions -> Export.

Start with the Transactions CSV. It will give you an overall glimpse of every transaction in the time period. If you need to dig into it a little deeper you can do this with the Items Summary CSV. It has a Sales Tax line per item sold in the time period. If there is an item that's configured incorrectly it should be pretty obvious in the report.

[Purrboise]

That worked perfectly! Thanks Ryan-much appreciated-

Tara

[Summer2024]

I am so glad to see you were able to figure this out with the help of @ryanwanner ! Thanks so much for hopping in here Ryan. 🎉