In this article, we will go over how to access your Sales Tax Data Report. Your Sales Tax Data Report will show you a list of menu items and whether or not the menu item is being taxed and what sales category it appears under.
Below is a video that will show you how to access your Sales Tax Data Report.
Below are the step by step instructions on how to access your Sales Tax Data Report.
1 - Click on the Accounting tab
2 - Click on the Sales Tax Data Report link
3 - The Report will appear
4 - Note that you can click on the Name - Taxation - Sales Category to change how the report is being sorted.
5 - The Name column will show the Menu Items name
6 - The Taxation column will show if the Menu Item is Taxable - Tax Exempt - Unassigned.
7 - The Sales Category will show you the category the Menu Item is assigned too. Note these categories are created in Sales Tax bubble under the admin tab. These are custom created categories. Some examples will show below. Unassgined and Food Sales are the Default Categories.
You have now learned how to access the Sales Tax Data Report.