Sales Tax: Reports

Tax FAQs | Tax Overview | Reports Overview

Point of Sale offers two reports for viewing the sales tax amounts you have collected:

• Sales Tax Summary Sales tax collected in a specified date range, sorted and totaled by tax location/code.

• Tax Activity Detail Journal of all taxable sales receipts in a specified date range.

Either report can be modified to filter, sort, and display your tax information in the manner you prefer, and memorized if you wish to use the same settings for the future.

To view sales tax reports:

1. From the Point of Sale Reports menu or Report Center, choose Sales.

2. From the Sales sub-menu, select either Taxes Sales Tax Summary or Taxes Tax Activity Detail.

Point of Sale displays the report.

3. Modify the report date range, included tax locations an codes, or other options as necessary.

Point of Sale displays the report with your changes.

If you also use QuickBooks Desktop financial software, you can view sales tax reports in that program as well. Refer to your QuickBooks Desktop documentation for instructions.