Filter online order/sales summary by state and county

[LuluZ]

When reporting my sales tax to the state, I need to include gross sales by state, and then again by county. I also need to report the sales tax collected this way as well. Can you please tell me if there is a way to filter and export this information. thank you

[isabelle · Accepted solution]

Hey @LuluZ!

Thanks for posting in the Seller Community. 

Would our Tax Sales Summary work? It provides an overview of how your tax rates are being used in a given time period, including taxable and non-taxable sales. You’ll need to create items with applied tax rates to track “taxable” sales in your reports. 

Note: “Taxable sales” may not add up to the “total” tax collected because some sales and items may have multiple tax rates applied.

[LuluZ]

Thank you for your response. Unfortunately this report does not match my needs. It does tell me the total amount of taxable and non-taxable sales. As well as the amount of tax collected. However what I need is a full breakdown report of where every single sale went by state and county. The closest I have been able to get to this information is by exporting my orders and reviewing manually by location. But if there was a way to sort the online orders by state and county that would be very beneficial.

thank you. 

[TopStitchStore]

I am having the same problem.  I am a small business and was trying to simplify my accounting process by abandoning Quickbooks and using Square only.  I have been doing so since the beginning of 2022.  However, I am beginning to regret my decision.  The sale tax report really needs to show Gross Sales, Taxable Sales and Non Taxable Sales BY County.  It would be great if you could add that to your reports.  I suspect you are losing a lot of potential small businesses with this report missing.  The data is there.  Please create a new report if you want to keep the businesses trying to do things by "the rules".

Please respond to let me know if this might be accomplished any time soon.

Respectfully,

Deana 

[JJ_]

Hey there @TopStitchStore

While we do not have an update right now on your request becoming available soon. I will make to pass your feedback and Feature request over to our product team for their visibility and consideration when working on future updates.

[LuluZ]

Is there a way to Sort or Filter the Sales Summary by shipping state? I haven't found one, and It would save me a lot of time when reporting to my state. 

[Bohicakid]

I am having the same issue.

[Kassi_]

Hey there, @Bohicakid - 

Do you have the free version of the Square Online Store or do you have a paid version? If you have a paid subscription, you will have access to some advanced reporting.

I will keep an eye out for your reply👀.