Cash Based Tax Table

Overview

The cash based tax table allows you to see what tax you owe based on the date for a payment. This option is more common for small businesses.

How to View the Tax Based on the Invoice

Click here for a tutorial on how to view the tax based off of the invoice date and not based off of the payment date.

This option is more common for larger businesses

How to Access the Cash Based Tax Table

Click on the Point of Sale component
Click on the Reports tab
Click the Cash Based Tax Table button

How to View Tax In The Table And In Exported Files For a Specific Tag

If you would prefer to view the tax in the table and in exported files for a specific tag do the following:

Open the Cash Based Tax Table window
Choose the specific time frame you want to view
Click the Filter By Tag button
Select the desired Tag

To remove the selected tag click the Remove Tag button

How to Export the Details In the Cash Based Tax Table To A CSV or PDF File

The exported tax files automatically found the tax. If you would prefer to see the without rounding click on the Round Decimals For Exported Files checkbox

Open the Cash Based Tax Table window
Choose the specific time frame you want to view
Click the Export Options menu bar
Click the Export to CVS option or click the Export to PDF menu item

This option exports out the data in the table to either a csv file or a pdf file

How to Export the Details In the Cash Based Tax Table To A CSV or PDF File Separated By Tax Profile

This option is useful if you need to view the tax differently based on the tax percentage that you paid. For example, if you need to view the tax you paid for in-state vs out of state customers. The exported tax files automatically found the tax. If you would prefer to see the without rounding click on the Round Decimals For Exported Files checkbox.

Open the Cash Based Tax Table window
Choose the specific time frame you want to view
Click the Export Options menu bar
Click the Export Detailed Tax Report to CVS By Tax Profile option or click the Export Detailed Tax Report to PDF By Tax Profile menu item

This option exports out the data in the table to either a csv file or a pdf file where each payment is separated based on the tax percentage for the payment