Your account's reports are split between several different pages: Dashboard, Revenue Sources, Tips, Taxes, Attendance, and Credits. In this guide we will explore the information available on the Taxes page.
Note that all reports pages can be accessed by clicking/hovering your mouse over the Reports icon in the left-hand menu bar, then selecting an option from the submenu.
Adjusting the Displayed Date Range
The date range used to calculated the values displayed on the Taxes page is fully customizable, allowing you to see information specific to any desired set of dates. The controls for managing the displayed data are found at the top-right of the page.
Selecting the calendar icon at the left-hand side of the controls opens a calendar that may be used to select a custom range of dates.
Selecting the option to the right of the calendar icon opens a drop-down with a variety of pre-set date ranges including Today, Last 7 Days, Last 4 Weeks, Last 3 Months, Last 12 Months, Month to Date, Quarter to Date, Year to Date, and All Time.
If your business has more than one facility set up on your account you will also be able to filter the tax data by facility. Though the page defaults to display combined data for all facilities, selecting the facilities filter at the top of the page opens a drop-down with a list of all facilities. Choosing any facility from the list prompts the system to display information for just that facility.
Tax Data
The top of the Taxes page lists three core tax values.
Taxable Sales | The sum total of taxable items on non-draft invoices generated within the selected date range. Calculated using invoice sub-totals, excludes any applied invoice discounts. |
Non-Taxable Sales | The sum total of non-taxable items on non-draft invoices generated within the selected date range. Calculated using invoice sub-totals, excludes any applied invoice discounts. |
Total Tax Collected | The sum total of all taxes collected on non-draft invoices generated within the selected date range. |
Whether the system considers an item taxable or not is controlled by the tax rates configured on your account. To adjust which items are/are not subject to any tax rate, navigate to the Tax Rates section of your Invoice & Payment Settings page.
For more information, see our Tax Rates help guide.
Beneath those values is a list of taxes collected within the chosen date range, organized by the associated label. Each entry on this list includes the label and the total amount of taxes associated with that label.
If you change the label of your set tax rate, that will result in new transactions being listed under that label and previous transactions being listed under the old label (i.e. the label in place when the transaction took place), even if it is the same tax rate.