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Tax Report
One of the pre-formatted reports available in your account is the Tax Report.
Access
- Login to your Occasion workspace.
- Click on "Reports" from the sidebar menu.
- Click on "Monthly Taxes" under Accounting.
Understand the data
Your tax report will look something like this:
| Period Starting At | Gross Sales | Taxable Sales | Tax Amount |
| March 2024 | $1,000 | $500 | $50 |
| April 2024 | $4,000 | $4,000 | $350 |
- How is Gross Sales calculated?
- How is Taxable Sales calculated?
- How is Tax Amount calculated?
| Gross Sales | Total gross sales of all orders completed from all listings. Gross sales include coupons applied or refunds given. |
| Taxable Sales | Total gross sales of all orders completed on only listings with tax percentage. Gross sales include coupons applied or refunds given. |
| Tax Amount | Total amount of sales tax collected, including credit card, gift card, and cash payment types. |
Types of reports available
Change the type of report from the "Group By" button on the right side of the screen. Here are the different options:
- Monthly Tax Report
- Yearly Tax Report
Export or print
You can easily export your report by clicking the "Export Tax Report" button on the right.
You can export the calendar to an Excel, CSV, and PDF format. You can also print it by selecting the Print option.