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Detailed Cash Basis Tax Report

The Detailed Cash Basis Tax report shows a breakdown of taxes for orders that have payments for a specified period of time.


Generate Report

  • Navigate to Reports > Accounting > Detailed Cash Basis Tax
  • Select a Start and End Date
  • Click Generate


Field
Description
Start Date
Select a Start Date using the calendar.
End Date
Select an End Date using the calendar.


Note: You may need to confirm the file to be opened/saved before proceeding, depending on your web browser. The file will open or be saved to your computer depending on your web browser.


Report columns include:

  • Order Number    
  • Payment Date    
  • Customer Name    
  • Customer Number    
  • Order Date    
  • Subtotal    
  • Shipping    
  • Postage    
  • Pretax    
  • Taxable Total    
  • Tax Rate Name    
  • Tax Rate    
  • Tax Amount    
  • Total