Sales Tax Report
Sales Tax Report
Section titled “Sales Tax Report”The Sales Tax Report gives you a complete breakdown of taxable and non-taxable revenue, total tax collected, and per-category tax details for any date range. It’s the report you’ll use most often when filing sales tax with your state or local tax authority.
Running the Report
Section titled “Running the Report”- Navigate to Reports → Sales Tax in the sidebar.
- Select your shop (if you have multiple locations).
- Choose a date range — preset options include current month, last month, current quarter, last quarter, or custom dates.
- Click Generate Report.
The report loads in-page with a summary at the top and detailed breakdowns below.
What’s Included
Section titled “What’s Included”Summary Section
Section titled “Summary Section”The top of the report shows headline numbers for the selected period:
- Total Revenue — All completed sales (invoices + POS) within the date range.
- Taxable Revenue — Revenue subject to tax (excludes tax-exempt customers and non-taxable service categories).
- Non-Taxable Revenue — Revenue from tax-exempt customers or tax-exempt service categories.
- Tax Collected — Total sales tax collected across all transactions.
- Effective Tax Rate — Tax collected divided by taxable revenue, shown as a percentage.
Tax by Category
Section titled “Tax by Category”Revenue and tax are broken down by service tax category:
| Category | Description |
|---|---|
| Labor Only | Service charges for labor (no parts) |
| Parts Only | Parts sold without associated labor |
| Labor & Parts | Combined service + parts transactions |
| Tax Exempt | Transactions flagged as non-taxable |
Each category row shows: transaction count, revenue, tax collected, and percentage of total.
Tax-Exempt Transactions
Section titled “Tax-Exempt Transactions”A separate section lists all transactions where tax was not collected, along with the reason (tax-exempt customer, exempt service category, or zero-rate item). This helps you verify that exemptions are being applied correctly.
Multi-Tax Support
Section titled “Multi-Tax Support”If your shop has both a primary and secondary tax rate configured (e.g., state tax + county tax), the report breaks out each tax separately:
- Primary Tax — Your main sales tax rate (e.g., “State Tax” at 6.25%).
- Secondary Tax — Additional local or county tax (e.g., “County Tax” at 1.5%).
- Combined Tax — Total of both rates.
See Tax Configuration to set up your tax rates and labels.
Revenue Sources
Section titled “Revenue Sources”The report combines revenue from both sources automatically:
- Repair Invoices — Generated from the ticket workflow when a repair is completed and paid.
- POS Sales — Walk-in sales processed through the Point of Sale terminal.
Detail rows include a “Source” indicator so you can distinguish between the two.
Common Uses
Section titled “Common Uses”- Monthly sales tax filing — Run for the previous month, export CSV, and submit to your state tax portal.
- Quarterly filing — Select the quarter preset for states that require quarterly returns.
- Audit preparation — The detail view provides transaction-level evidence of tax collection.
- Tax-exempt verification — Review the exempt section to ensure no taxable sales were incorrectly marked exempt.
Exporting
Section titled “Exporting”Click Export CSV for a spreadsheet-ready file or Export PDF for a formatted document suitable for filing. See Exporting Reports for details on export formats.