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Best way to run report on tax witholdings
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I'm trying to figure out what the best, and most accurate way to run a report for tax is.
I'd like to be able to run a report to show what tax we have collected from customers in a given time period so that we can tell our bookkeeper how much sales tax needs to be paid to the state every month.
I see it shows sales tax on the overview tab but I think that's taking into consideration future orders as well. I really only want to account for payments that have been taken so far.
The same question
You can pull a spreadsheet report on any bit of information saved to a lead by running a "customized report." This document should help.
You can pull a spreadsheet report on any bit of information saved to a lead by running a "customized report." This document should help.
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