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