I don’t see any data when I run sales tax report. I list non taxable and taxable sales when I deposit sales

In order to get total sales and taxable sales with sales tax collected, you will need to run a “Sales by Customer Detail” report. This stand-alone report will not give you all the information you need to file the Sales Tax Return. You will need to further customize it to work-around.

To do this, you will to run a “Sales By Customer Detail” report, customize it and add “tax amount” and taxable amount” columns from selecting “Change Columns.

These are the necessary steps, you will need to take.

  • From the blue navigation bar on the left
  • Select Reports
  • Select “Go to report” (magnifying glass), type Sales by Customer Detail
  • Select “Sales by Customer Detail” from drop-down selector
  • Change Transaction Date as needed
  • Select “Customize” blue button (upper left)
  • Select “Change Columns” under Rows/Columns
  • Add Tax Amount (refers to tax collected)
  • Add Taxable Amount (refers to taxable sales)
  • Add Tax Name (if needed)
  • Select Remove button and remove unnecessary columns (optional)
  • Click OK button
  • Click Run Report

This will give Total Sales and Total Taxable Sales. Subtract these two columns in order to get Non-Taxable Sales.

Recommended: Also click “Save Customizations” button to make this as customized report for future use.

 

Customize Sales Tax Report - Change Columns
Customize Sales Tax Report – Change Columns

Customize Sales Tax Report - Total Sales and Taxable Sales

Customize Sales Tax Report - Taxable and Non-Taxable Sales

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