Tax Summary Report

The Tax Summary Report is an Orders report that highlights sales data related to taxation. This report differs from the By Category report in that it shows tax exempt sales, and non taxable sales side by side with taxable sales

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

The report can be exported to CSV, Excel, 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	Specify the time period you want to report on
SITES	Filter the report by an individual site
SALES CATEGORY	Filter the report by: Main Category - If main categories are not configured, this will show the report as "NA (Other)". Please see the article on creating categories for info on how to set up main categories Sales Category - Displays the report broken out by category
CATEGORY	Main Category - Filter by main category Sales Category - Filter by Sales Category