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Tax & Fees Report

  1. To access the ‘TAX & FEES REPORT’, click on ‘REPORTS’.
  2. Click on the ‘SALES’ tab.

  1. Click on the ‘TAXES & FEES’ tab.

  1. Select the correct ‘SELLING LOCATION’ by clicking on the ‘SELLING LOCATION’ field.
  2. The Selling Locations with a blue tick is the selected Selling Location.
  3. To select all the Selling Locations, click ‘SELECT ALL’.
  4. To continue, click the ‘OK’ button.

  1. Select the ‘START AND END DATE’ for the report.
  2. Click ‘OK’.

  1. Click ‘GO’, to generate the report.

  1. Below will be the report.
  2. To see individual invoice details, click on the ‘BLUE INVOICE NO’.

  1. The ‘’TAB SUMMARY’ will be displayed below.
  2. You can print the summary by clicking on the ‘PRINT PDF’ button.
  3. To download the summary, click on ‘DOWNLOAD PDF’.
  4. You can email the summary by clicking on the ‘EMAIL PDF’ button.

  1. All these tabs can be exported to Excel or CSV by clicking on the ‘EXPORT ICON’.
  2. To export to Excel, click on ‘EPORT ALL DATA TO EXCEL’.
  3. To export to CSV, click on ‘EXPORT ALL DATA TO CSV’.

  1. To edit columns, click on the ‘COLUMN CHOOSER’ icon.
  2. The titles which are ticked will appear, if you wish to remove a column, simply untick the column title.

 

STEP-BY-STEP BREAKDOWN

  1. To access the ‘TAX & FEES REPORT’, click on ‘REPORTS’.
  2. Click on the ‘SALES’ tab.
  3. Click on the ‘TAXES & FEES’ tab.
  4. Select the correct ‘SELLING LOCATION’ by clicking on the ‘SELLING LOCATION’ field.
  5. The Selling Locations with a blue tick is the selected Selling Location.
  6. To select all the Selling Locations, click ‘SELECT ALL’.
  7. To continue, click the ‘OK’ button.
  8. Select the ‘START AND END DATE’ for the report.
  9. Click ‘OK’.
  10. Click ‘GO’, to generate the report.
  11. Below will be the report.
  12. To see individual invoice details, click on the ‘BLUE INVOICE NO’.
  13. The ‘’TAB SUMMARY’ will be displayed below.
  14. You can print the summary by clicking on the ‘PRINT PDF’ button.
  15. To download the summary, click on ‘DOWNLOAD PDF’.
  16. You can email the summary by clicking on the ‘EMAIL PDF’ button.
  17. All these tabs can be exported to Excel or CSV by clicking on the ‘EXPORT ICON’.
  18. To export to Excel, click on ‘EPORT ALL DATA TO EXCEL’.
  19. To export to CSV, click on ‘EXPORT ALL DATA TO CSV’.
  20. To edit columns, click on the ‘COLUMN CHOOSER’ icon.
  21. The titles which are ticked will appear, if you wish to remove a column, simply untick the column title.