This guide provides a straightforward method for generating detailed Taxes by Category reports, essential for analyzing sales tax data effectively across each category. By following the steps outlined, users can customize their reports based on various filters, ensuring they obtain relevant insights tailored to their needs. Additionally, the option to download reports in multiple formats.
1. Click “Reports” on the sidebar
2. Click “Sales Reports”
3. Select “Taxes by Category”
Filter with Location, Employee, Period Type, Start/End Date if it applies
4. Click “Get report”
5. To download the report
Click CSV, Excel, PDF or “COPY” to clipboard
