Historical Tax Rates Report - Store Employee

Historical Tax Rates Report - Store Employee

Historical Tax Rates Report Overview

The "Historical Tax Rate Report" records changes to various tax rates within a specified date range. This report is crucial for tracking changes in tax percentages, verifying tax calculations on past sales, and ensuring compliance with local tax regulations.

This article includes information about:
  1. How to generate the "Historical Tax Rates Report" for the selected date range
  2. How to apply filter options to customize the report
  3. How to automate (schedule) or print a report
  4. How to mark the report as a favorite report 

1. Reaching the "Historical Tax Rates Report"

  1. Step 1: Log into Control Center
  2. Step 2: Choose Store
  3. Step 3: Choose Reports
  4. Step 4: Choose Sales Reports
  5. Step 5: Choose Historical Tax Rates
Figure 1.1 below will help you better understand the navigation. 
Figure 1.1 

When you click "Historical Tax Rates," the Historical Tax Rates Report screen will open. As shown in Figure 1.2, it provides relevant filtering and sorting options.

Figure 1.2

2. Generating the "Historical Tax Rates Report"

Please follow the steps below to generate the "Historical Tax Rates Report" that meets your requirements: 
  1. Navigate to the Historical Tax Rates Report screen.
  2. Select the date range.
  3. Select the required tax rate from the Select Tax Rate drop-down. 
 Figure 2.1
  1. Click "Generate Report" to view the "Historical Tax Rates Report" for the selected tax rate and date range. The system will generate the report, as Figure 2.2 shows. 
Figure 2.2

Report Fields: 
  1. Tax Rate: This column describes the system-predefined tax rate, which can be chosen from the drop-down list of tax rates.
  2. Percentage Change: This column displays the percentage value of the tax rate change.
  3. Change Rate: This column displays the list of the tax rates defined in the "Tax Rate" module>> "Tax" Module.

3. Report Filter Options

FTx Cloud POS lets you view the Historical Tax Rates Report records according to your preferences using various filter options. You can configure the report with any single filter or combination of multiple filters, highlighted in Figure 3.1.

Figure 3.1
  1. Date Range & Presets: This filter lets you select the report's time interval. 3.1 Date Range & Presets explains further details.
  2. Select Tax Rate: This drop-down lets you select the required tax rates for which you wish to view the history, as Figure 2.1 shows. 

3.1 Date Range & Presets

Date Range

Please follow the steps below to select the report's required date range and time interval: 
  1. Click inside the Start Date field. The drop-down calendar will appear, as shown in Figure 3.1.1.


Figure 3.1.1
                                                                                                                            
  1. Select the specific date and time from the drop-down calendar. Alternatively, manually enter the date in MM/DD/YYYY format.
  2. Click inside the End Date field and follow the same process. 
  3. After making the appropriate selections for other filters, click on "Generate Report."

Presets

  1. The Presets drop-down allows you to generate the report by selecting a common, specific duration/interval, such as Today, Yesterday, This Week, Last Week, etc. Please follow the steps below to choose the report's required date range using Presets. 
  2. Hover over the "Presets" button. 
  3. As shown in Figure 3.1.2, a drop-down menu will appear, allowing you to select the required duration or interval. The system will automatically set the Start and End Dates based on your selection.
  4. After making the appropriate selections for other filters, click on "Generate Report."

      Figure 3.1.2

4. Scheduling a Report

FTx Cloud POS supports report automation, allowing you to configure and schedule a report. The system will then send the scheduled report to the designated email addresses at the specified frequency (daily, weekly, bi-weekly, monthly, quarterly, etc.). 

Please refer to "Scheduling a Report" to learn how to schedule a report.

5. Printing / Exporting a Report

You can print or export any report according to your requirements. When you use the Print function, the system creates and opens the report's PDF file in a new tab. You can download the soft copy or print the paper copy according to your requirements. 

Please refer to "Printing a Report" to learn how to print or export a report. 

6. Manage Favorites 

FTx Cloud POS provides quick access to frequently viewed reports through the "Favorite Reports" feature. You can save a report as a favorite and manage all your favorites from any report screen using the "Manage Favorites" button. 

Please refer to "Managing the Favorite Reports" to learn how to manage or export a report.  

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