Tax Exempt Report

Tax Exempt Report

Tax Exempt Report Overview

The Tax Exempt Report will display a list of all those products on which sales tax was not applicable during a specifically entered date range.
Multiple different types of filters can also be configured, depending on your requirements. The system will display the records of sales tax-exempt products only according to the selected filter options. The system will display several fields with detailed and automatically calculated information on all the sales tax-exempt products. 

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 Report
See Figure A. 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 A

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

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

2. 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 C, Figure C, and Figure D.

2.1 Start Date: 

                                                                                         Figure C
2.2 End Date:

                                                                                              Figure D
2.3 Presets:
The Presets label is provided to select the specific duration/interval to generate the report with that.

                                                                                            Figure E

3. 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 F
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 item whose UPC and name are mentioned in the adjacent column.
  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, store coupon. See Figure F above.


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