The Sales Tax Report displays all sales tax collected within a specified time period. It can help get an understanding of how much will need to be allocated towards tax.
Note: Taxes are separate from revenue and are therefor not included in the Revenue report.
Usage Guide
To generate a Sales Tax Report:
- Navigate to Reports from the top menu
- Select Sales Tax from the left-hand side
- Specify the desired filters
- Click Generate Report
Filtering Options
You can filter the Sales Tax Report using the following options:
- Date Range: Specify a range of dates for your report
- Practitioners: Select which practitioner(s) data you would like to see the data for
Data
The Sales Tax Report presents a table with the following information:
- Tax Name: The name of the sales tax applied to invoices
- Tax Percentage: Percentage rate of the sales tax
- Amount Billed: Dollar amount collected for each tax type
At the bottom, the Total section provides the aggregate dollar amount of all taxes collected for the filtered time period.
Exporting Instructions
You can export your report into a PDF by:
-
From the Sales Tax report page, click the Download PDF button at the top right
- If directed to a preview, select the download icon to save the file locally
To export as a CSV:
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From the Sales Tax report page, click the Download CSV button at the top right
- The file will automatically be saved to your computer