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Monthly Sales Tax Collected

Jonathan S. shared this question ago

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

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Greg H. ● 21 months ago

what we do is a report like this

we have to sort by city in WV

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Then to pull the correct data we use this sort

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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

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Jonathan S. ● 21 months ago

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

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Greg H. ● 21 months ago

post a screen shot of your report set up

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Jonathan S. ● 21 months ago

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Jen H. ● 21 months 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.

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Jonathan S. ● 21 months ago

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

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Jonathan S. ● 21 months ago

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

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Greg H. ● 21 months 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

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Jonathan S. ● 21 months 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.

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Greg H. ● 21 months ago

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

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Greg H. ● 21 months 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

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Jonathan S. ● 21 months ago

Got it. I think I generated what I needed.

Thank you!

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Greg H. ● 21 months ago

great!!!!!!

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Tammy C. ● 21 months ago

Thanks Greg

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