Sales Reports
Tax Rate Analysis
Sales totals by tax rate, to check your tax rates are set up correctly at the point of sale.
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About
The Tax Rate Analysis report breaks down sales totals by tax rate, organised by product group or price level where needed. It helps you check tax rates are set up correctly at the point of sale.
Open it from Reports & Analysis > Sales > Tax Rate Analysis. What it shows depends on the filters you choose.
Tax rates slightly off?
Because of rounding, a tax rate may show as very slightly higher or lower than expected. Find out why tax rates can look incorrect.
Get it by email
Save this report as a saved report and schedule it to be emailed to you regularly.
Filters
Choose these before you run the report.
The sites or site groups to include.
The dates to include sales for.
Tick to open the report with product sales for each tax rate already expanded. Otherwise, the summary is shown and you can expand rows as you need.
Report Output
The report has two levels. Select a row to drill down.
Level 1: Sales by tax rate
Totals for each tax rate.
Level 2: Product sales
The products behind the selected row.
Which reporting profile does your company use?
Tax Inclusive (UK style)
Level 1: Sales by Tax Rate
Sales figures for each tax rate. Select a row to see its products.
The tax rate being reported on.
Total gross sales at this tax rate.
Total net sales the tax rate is applied to.
Total tax.
Level 2: Product Sales by Tax Rate
The products that make up the sales in the selected row.
The name and PLU of the product sold at this tax rate.
Total sales at this tax rate.
Total net sales the tax rate is applied to.
Total tax.
How many times the product was sold at this tax rate.
Tax Exclusive (US style)
Level 1: Sales by Tax Rate
Sales figures for each tax rate. Select a row to see its products.
The tax rate being reported on.
Total gross sales at this tax rate.
Total net sales the tax rate is applied to.
Total tax.
Level 2: Product Sales by Tax Rate
The products that make up the sales in the selected row.
The name and PLU of the product sold at this tax rate.
Total sales at this tax rate.
Total net sales the tax rate is applied to.
Total tax.
How many times the product was sold at this tax rate.
Not sure which?
See reporting profiles.