Tax Report

One of the pre-formatted reports available in your account is the Tax Report.


Access

  1. Login to your Occasion Account.
  2. Click on "Reports" from the top navigation.
  3. Click on "Tax Report" from the drop down.

Understand the data

Your tax report will look something like this:

Period Gross Sales Taxable Sales Tax  Amount
March 2017 $1,000 $500 $50
April 2017 $4,000 $4,000 $350

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 or PDF format. You can also print it by selecting the Print option.

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