View Parts & Line Items Sold Reports
Select the Reports icon from the left-side navigation bar. Select Sales Tax.
Sales Tax
What is my total for taxable parts?
The Sales Tax Snapshot includes taxes collected and taxes owed.
Taxes Collected: Total amount of tax collected on invoices
Taxes Owed: taxes owed = total taxable amount * tax rate
View the taxes collected and a breakdown of taxable, non-taxable, and tax-exempt amounts for each line item type. Line item totals are shown for orders that have a status of invoiced and are fully paid.
Taxable: Total amount for each line item that is taxable (Tax Settings)
Non-Taxable: Total amount for each line item that is non-taxable
Tax Exempt: Total amount for each line item that was on an order for a tax-exempt customer
Discounts: Discounted amount for each line item
Filters
Select Filters to select which data is displayed.
Invoiced: Displays data from orders converted to an invoice within the date range selected
Fully Paid: Displays data from orders fully paid within the date range. Partially paid invoices will not be displayed with this filter
Paid Status: Displays data from orders based on the paid status (paid, unpaid, partially paid)
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