Tax Exempt Report

Tax Exempt Report

Tax Exempt Report Overview

The "Tax Exempt Report" provides a list of products that were not subject to sales tax within a specified date range. Users can apply various filters based on their requirements, ensuring the report displays only the relevant tax-exempt products.

The report includes multiple fields with detailed, automatically calculated information for each exempted product.

1. Reaching the "Tax Exempt Report"

To reach the "Tax-Exempt 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 Tax Exempt
See Figure 1.1. You will see many types of sales reports that will be useful to your retail business. By clicking the "Choose Report" drop-down selection, you will see the different types of sales reports.

Figure 1.1

By clicking "Tax Exempt Report," you will be redirected to the "Tax Exempt Report" page with relevant filtering and sorting options.

Figure 1.2

You will initially see the "Report Data is Empty" message. To check the summarized sales data in the report, you need to select a date range.

2. Generating the "Tax Exempt" Report

When you navigate to the page, you will see the options pre-selected by default. You can generate the item returns report in the selected date range.

 Figure 2.1

Fields:
  1. UPC: This record column describes the UPC of the item on which the sales tax is not applicable.
  2. Name: This column describes the name of the item bought in any transaction that is exempt from sales tax.
  3. Qty: This column describes the number of the items.
  4. Price: Here, the price of the item is mentioned in the price column.
  5. Buydown: This column describes the amount of the buydowns if they are applied.
  6. Discount: This column displays the discount amount if applied.
  7. Other Taxes: If any other tax is applied, that is mentioned in this column.
  8. Total: The total field displays the total of the items bought in the transaction.
  9. Mode of Payment: This column displays the total amount collected from each mode of payment, e.g., credit/debit card, cash, manufacturer's coupon, or store coupon. See Figure 2.1 above.

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 3.1, Figure 3.2, and Figure 3.3.
  1. Start Date: Enter the starting date for the date range you are selecting.

 Figure 3.1
  1. End Date: Enter the end date for the date range you are selecting.
Figure 3.2
  1. Presets: It is provided to select the specific duration/interval to generate the report with that.

Figure 3.3

4. Scheduling a Report

FTx Cloud POS supports report automation. You can configure a report and schedule it. The system will send the scheduled report to the indicated email IDs at the defined frequencies (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 allows quick access to the reports you need to view frequently through "Favorite Reports." You can save a report as a favorite and manage all your favorite reports from any of the report screens 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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