Excise Tax Report

Excise Tax Report

Excise Tax Report Overview

Reports -> Sales Reports -> "Excise Tax Report"

The excise tax type will display the excise tax-related data for each store location, depending on your requirements. It helps in identifying the highest and lowest excise tax-paying store locations for your company.

Different types of filters can also be configured, depending on your requirements. The system will display the records of excise tax-related data for each store location only according to the selected filter options. The system will display the total excise tax paid for each store location.

Reaching the Excise Tax Report

To reach the "Excise Tax Sales Report," follow the below steps:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Sales Reports
  5. Step 5: Choose Excise Tax Reports

                                                                                       Figure A

You will see the "Report Data is Empty" message initially. You need to select the date range to check the summarized excise tax data in the report. See Figure B.


                                                                                  Figure B

1. Generating the Excise Tax Report

When you navigate to the Excise Tax Report page, you will see the options pre-selected by default. You can generate the report for the selected date range.


                                                                                        Figure C
Fields:
  1. Store #: This column displays the store number.
  2. Store Name: This column displays the name of the store location.
  3.  Excise Tax Collected: This column displays the excise tax that is collected by the mentioned adjacent store.

2. Filter Items

  1. Show All: This option displays the Excise Tax for all the store locations.
  2. Custom Filter (Manage): This button lets you apply some filters and generate filter-specific reports.

                                                                                            Figure D

By clicking the "Manage" button, a "Manage Filters" window will pop up. You will see the following details highlighted in Figure E.


                                                                               Figure E
Filters:
  1. Department: If you select "Departments," you will see a report of items that are transferred department-wise.  
  2. Manufacturer: If you select "Manufacturer," you will see the manufacturer-specific inventory data in the report of the items that are transferred.
  3. Vendor: If you select "Vendor," you will get the vendor-wise sales data for the group that is entered in the product details. 
After selecting and moving the records under the "Selected List":


                                                                                                     Figure F

You can decide whether you want to "include" or "exclude" when the category sales report is generated.
  1. Include: If the flag is selected to "Include," it means the department sales report will be generated by applying the selected records.
  2. Exclude: If the "Exclude" flag is selected, the sales report will be generated, but the selected records will be ignored. It will consider the selected records that need to be excluded and the left-side records for reports.

2.1 Save Filters

You can also save the configured custom filters for future use. By clicking the "Save Filters" button, a pop-up will appear to allow you to enter the name of the custom filter.

                                                                                        Figure G

3. Date Range & Preset

You can filter your sales data in the report by selecting the date range as well as specific times.
By clicking the edit box, you will be taken to a tiny calendar where you can select a specific date range. You can also manually enter the date in mm/dd/yyyy format.

See Figure H and Figure I.

3.1 Start Date: 

                                                                                            Figure H
3.2 End Date: 

                                                                                                      Figure I
3.3 Presets
The Presets label is provided to select the specific duration/interval to generate the excise tax data with that.

                                                                                  Figure J

Checkbox Filters:

  1. Exclude Zero Excise Tax

This checkbox filter will exclude the excise tax records where the excise tax is equal to zero.
  1. Excise Tax Report Without "Exclude Zero Excise Tax" Filter:

                                                                                                        Figure K

  1. Excise Tax Report With "Exclude Zero Excise Tax" Filter:
                                                                                                          Figure L

  1. Group by Date:

This filter groups the excise tax report by date.


                                                                                        Figure M

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