Tax Report

Overview

Go to CAS --> Reports --> Sales --> Tax Report

This report provides a summary of the regular tax and alternate tax collected against a tax code. This report can be used to aid the merchant in their tax remittance information.

Details

User provides details and generates a sales tax report. User specifies the report by the Venue, Store and then selects Consolidation By Venue or By Store and the date range which the sales are to be reported.

The user then can generate the report or download the tax report and individual tax transaction level report as PDF / CSV file. The generated report provides the venue Store, TaxID, Tax Name, Tax ($), Alt Tax($),Total Tax, Net Sales($) & Total Sales($). User can click on individual tax code to view the transactions history associated with that particular tax code. Tax associated with each sales transaction can also be viewed from transaction history details.

Tax report have search functionality, where users can search for a particular transaction and view the the tax associated with it.

Access

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only.