The Sales Tax Report shows sales tax based on billed, outstanding, or collected, click the "Reports" tab.
How to View the Sales Tax Report
To view the Sales Tax Report, you can go to Reports tab on the left-hand side of your Copilot screen.
Then click "Sales Tax Report" under the "Financial" section.
Using the Sales Tax Report
At the top of this page there are a few different selections. These manipulate your report depending on their settings.
On the left is the Date Range Selector. This allows you to filter your report by a specific date range. Any dates outside of the selected range will not appear on the report.
After choosing your date range, you can sort your report to be generated by Billed, Collected, or Outstanding.
Billed: Breaks down the total sales of different tax rates, only including sales that have been invoiced to the customer. (Invoiced means that the payment was applied to an invoice that has been sent to the customer).
Collected: Breaks down the total sales of different tax rates, including all payments, regardless whether or not is was applied to an invoice.
Outstanding: Breaks down the total sales of different tax rates, showing only sales that have yet to be paid on sent invoices.
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To export this report to your computer, you can click the Export or Print buttons.
Export: Allows you to download the report as an excel or .csv file.
Print: Allows you to download the report as an .pdf file.
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At the bottom of the page, there is a Not Taxable section. This section separates non-taxable payments from your taxable ones at the top.
If viewing the Billed or Outstanding versions of the report, you will see processing fees. These are the Stripe processing fees that are collected on invoices.
If viewing the Collected version of the report, you will see processing fees and tips. Since tips are not subject to sales tax, they appear here.
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For more information on how this report is calculated, you can hover your mouse over the tooltip icons.