Software for Party Rentals, Events, and Services

New Topic

Support Topic Question Tax

Monthly Sales Tax Collected

Jonathan S. shared this question ago

Answered

How do I get a month by month breakdown of the total sales tax collected?

The same question

Comments (1)

Greg H. ● 2 years ago

what we do is a report like this

we have to sort by city in WV

625791cc8a8ca708bcc12b8bc4831c19

Then to pull the correct data we use this sort

1be0f67a7038ec1dc1ba2a59c08e28ea

We export to excel so we can manipulate it how we want

you can change any fields you want to show up, your sort order , grouping etc

so much can be done depending on how much you want or neeed for the report

Reply URL

Jonathan S. ● 2 years ago

Thank you for you quick response. I tried that but sales tax is not showing up.

URL

Greg H. ● 2 years ago

post a screen shot of your report set up

URL

Jonathan S. ● 2 years ago

6cdffddb39264fb1260dc3e984f3dcc2

URL

Jen H. ● 2 years ago

I'm looking at your report and I'm seeing that most of you leads have been tax exempt? I am seeing some sales tax on this report.

URL

Jonathan S. ● 2 years ago

Only data I need is X $'s collected in sales tax each month.

URL

Jonathan S. ● 2 years ago

Correct. Almost 90% of my business is Tax exempt.

URL

Greg H. ● 2 years ago

did you sort on event date or payment date, keep in mind some events pay deposit in one month but takes place in another so be careful what your sort date is it will mess you up bad

URL

Jonathan S. ● 2 years ago

I don't take deposits. My clients are Government, Schools & Churches.

With that being said, the event could happen in April but I don't receive payment until July.

In the month of April I could have 30 events but only 3 of those paid sales tax.

URL

Greg H. ● 2 years ago

correct which is why it is important to use PAYMENT DATE in the sort section

URL

Greg H. ● 2 years ago

so since you are 90% tax exempt that is most likely why you didnt see sales tax numbers

use a 6month window of dates to test and see what shows up

URL

Jonathan S. ● 2 years ago

Got it. I think I generated what I needed.

Thank you!

URL

Greg H. ● 2 years ago

great!!!!!!

URL

Tammy C. ● 2 years ago

Thanks Greg

URL