Tax Summary Report (HQ)

The Tax Summary report is an Orders report that gives a comprehensive breakdown of the taxes collected for a location. 

The orders reports use order data, not payment data to calculate their totals. This means that the orders reports are reflecting the dollar amount of expected revenue based on items fired from the POS. The numbers from the Orders reports will not tie to the numbers from the Sales reports if unpaid checks are left open past the trading day time.

This report can be exported to CSV, Excel and PDF

HQ Reports

On TRAY HQ, select the REPORTS tab across the top menu. From there select the Reporting Category Selector and from the Orders reports select the Tax Summary report.

Tax Summary report filters

FIELD	DESCRIPTION
PERIOD	Select the period for which you want to generate the report. By default, it is set to Today, once a custom date range is entered it will be change to Custom.
START DATE	Select the date from which you want to generate the report.
END DATE	Select the date until which you want to generate the report.
SITES	Select the site from the drop-down list. You can only select one site at a time.
GROUP BY	You can group by day, month, week, or year.
TAX CATEGORY	Select the tax category from the drop-down list. You can select multiple tax categories.
SERVICE	Select the service from the drop-down list. You can select multiple services.

Tax Summary report fields

FIELD	DESCRIPTION
DATE	Date(s) that the taxes were generated.
TAX CATEGORY	Name of each tax category.
TAX COLLECTED	Amount of tax collected.
TAXABLE SALES	Amount of sales that tax would be applied to.
TAX EXEMPT SALES	Amount of sales that are Tax Exempt.
NON TAXABLE SALES	Amount of sales that are Non Taxable.
TOTAL NET SALES	The total net sales of the products sold. Any products configured as donations, service charges, or gift cards will show net sales here as 0. Refer to the price column to see the sold price of each product.