Tax Summary Report
Location: Reports > Sales Reports
The Tax Summary Report provides a breakdown of services and products sold, showing what amounts were taxable vs. non-taxable, organized by worker. This report helps track tax collection accuracy and taxable vs. non-taxable revenue across your team. This report can be exported or printed for your records.
How to Use:
- Select your desired date range
- Select Generate
Service Sales Tax Table
The first section of the report displays the Service Sales Tax Table. The columns below provide a breakdown of each column shown:
- Worker Name – Lists all workers who performed services within the selected date range
- Non-Taxable Services – Total value of non-taxable services per worker
- Taxable Services – Total value of taxable services per worker
- Service Tax Total – Total tax collected on services per worker
- Service Total – Combined total of service sales plus tax for each worker
Table Totals (Bottom Row): Combined totals for all workers within the selected date range.
- Total non-taxable services
- Total taxable services
- Total service tax collected
- Total service sales including tax
At the bottom of the Service Sales Table, any Service Packages sold will be displayed, separated by taxable and non-taxable amounts.Product Sales Tax Table
The second table of the report displays the Product Sales Tax Table. The columns below provide a breakdown of each column shown:
- Worker Name – Lists all workers who sold products within the selected date range
- Non-Taxable Products – Total value of non-taxable product sales per worker
- Taxable Products – Total value of taxable product sales per worker
- Product Tax Total – Total tax collected on product sales per worker
- Product Total – Combined total of product sales plus tax for each worker
Table Totals (Bottom Row): Combined totals for all workers within the selected date range.
- Total non-taxable retail
- Total taxable retail
- Total retail tax collected
- Total retail sales including tax
Note: To quickly view which retail items are marked as taxable, go to Reports > Product List Report.Note: To enable or disable tax collection on products, go to Setup > Setup Products.Note: To update or add service and/or retail tax rates, go to Setup > Setup POS & Devices.Note: To enable or disable tax collection on services, go to Setup > Setup Services.Related Articles
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