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Sales Tax Summary

The Sales Tax Summary page is designed to provide a comprehensive overview of your sales tax collection, helping you ensure accuracy and compliance with tax regulations. Here’s a detailed look at the core functionalities and features of this page.

Filtering Options

To facilitate detailed analysis and reporting, the Sales Tax Summary page includes several powerful filtering options:

Store Filter: Users can break down data by specific stores, enabling them to analyze sales tax information for individual locations.
Date Range Filter: This allows users to select a specific period (such as monthly or quarterly) for which they want to view the sales tax summary.
Start Date Filter: Users can specify the start date of the sales tax data.

For example, if you want to generate a 2024 Q1 report, you will choose Quarterly as date range, and 2024-01-01 as the start date.

Filtering Options

State Summary

The page provides a detailed breakdown of sales tax information by state, displayed in a tabular format. Key columns include:

Country - State: Indicates the state for which the sales tax data is displayed.
Gross Sales: Gross Sales is the total sales of all its products and/or services over a period. It includes shipping, discounts, returns, and presumed exemptions. It does not include tax. Different from the Shopify report? That's because Gross Sales in the Shopify report doesn't include shipping.
Net Sales: Gross sales minus discount, non-taxable shipping, and returns.
Taxable Sales: The amount of sales that are taxable.
Tax Collected: The total amount of tax collected for each state.
Total Orders: The number of orders processed in each state.
Total Transactions: Shows the total number of transactions for each state. When an order has both sales and refund, we consider them as 2 separate transactions.

State Summary

Additional Features

State Sales Tax Report: Clicking on the icon next to each state will generate a detailed tax report for that state, helping users ensure they have accurate records for tax filing.
Hover Descriptions: By hovering over column headings, users can see descriptions of each column, making it easier to understand the data being presented.

Additional Features

Use cases

The Sales Tax Summary page is essential for businesses that need to keep track of their sales tax collection across different states. By offering detailed transaction breakdowns and comprehensive filtering options, it simplifies the process of managing and reporting sales tax. Users can easily generate state-specific reports and ensure compliance with tax regulations.

In summary, the Sales Tax Summary page is a vital tool for businesses looking to streamline their sales tax management. With its detailed data presentation and user-friendly features, it provides all the necessary tools to maintain accurate and compliant sales tax records.

If you want to learn more about state-specific reports, please review this article.

Tired of reconciliation and preparing sales tax reports? Learn about the Autofile feature from this article.

Updated on: 06/06/2024

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