Report for Payment Sales Tax not accurate

Chloe C. shared this question 20 days ago
Answered

How can I get my report to show the correct sales tax?

I have all of my sales tax settings to be 6.5% and all of the lead payments are correct. But Im having trouble with getting the reports to accurately show the 6.5% sales tax. Everything else is correct. The amount paid, payment type (cash, credit, etc), and the time frame of payments all align. But for some reason, when I make a report just to see the amount of sales tax, the numbers come up short. It equates to about 6.013%.

Example. If a customer reserved a unit that costs $100, they would be taxed 6.5% and would pay an additional $6.50, and their total would be $106.50. In the payments section everything is correct. Its showing the amount paid, the customers name, payment type, and date/time it was paid. HOWEVER, when I go to my reports and use the "payment sales tax" data value, it wouldnt show $6.50, and would instead show a number like $6.10.

How can I get my report to show the correct sales tax?

Comments (1)

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The payment sales tax report is going to show each payment, how much of the payment was toward taxes and how much was not.

If you are looking for specifically the tax added to a lead, I would recommend using the "Tax Report" instead.

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