The Detailed Tax report shows a breakdown of taxes by rate then orders, shipments and entries for a specified period of time.



Step     Action

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

            section. A Generate Report modal will open.




  2.      Complete the fields.


Field
Description
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