Sales tax
Answered
Looking to get a report for sales tax. I would like to create a filter for all events paid for in the last quarter and another on for the prior month. Note the event may be this month but I need to go off when the event was paid for. Also note the event payments could go be in multiple periods for deposit payments and final payment.
The same question
All new accounts have a sales report already saved on them. Since the dates will change everytime you run this...I recommend on your leads page when you run the report change the event date to "payment date" if that's how you want to run it...and put in the dates you are looking for. Run the report on right hand side of the screen.
If you want to make changes to the report go to Settings-->Reports and edit the Sales Tax Report
All new accounts have a sales report already saved on them. Since the dates will change everytime you run this...I recommend on your leads page when you run the report change the event date to "payment date" if that's how you want to run it...and put in the dates you are looking for. Run the report on right hand side of the screen.
If you want to make changes to the report go to Settings-->Reports and edit the Sales Tax Report
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