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

Step     Action

  1.       Select {Reports} and then select {Detailed Cash Basis Tax} under the Accounting 

            section. A Generate Report modal will open.

  2.      Complete the fields.

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


  3.      Select {Generate}.

           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