This section describes the specifics of accessing and interpreting the Calculated Sales Tax Consolidated report.
Opening the Report
You can find the report at Reports > Accounting > Manage Taxes > Calculated Sales tax Consolidated.
The Calculated Sales Tax Consolidated report can be opened at all levels:
- Account
- Company
- Division
- Location (Station)
For more information, see Viewing Reports.
Viewing the Report
The Calculated Sales Tax Consolidated report provides information on the tax information for the specific station and specific period.
Before generating the report, make sure the tax rates are configured at your account in CStoreOffice®. For more information on how to configure tax rates, see Taxation Setup.
The report contains the following information:
- Net Department Sales
- Taxable Sales
- State Tax
- County Taxable Sales
- County Tax
- Township
- School District
- Total Tax
- Discount -1%
- Payment Due
Filtering Report Data
To get the exact information you need, you can apply filters to the report. To set up a filter, select one or more filtering options. Once the filter is set up, at the bottom of the filter section, click the Refresh button to display the report data by the filter criteria.
The report provides the following filtering options:
- Station Included. Select this filtering option and specify the station you are interested in.
- Filter by Station Tags. Use this option to filter the report data by tags assigned to stations. The generated report will contain data only for those stations to which the selected tags are assigned.
To select tags by which the report data must be filtered, expand the tags tree and select the check boxes next to the necessary tags. You can filter the report data by root tags and tags of the lower level in the tags hierarchy. You can also create a combined filter by selecting different root and child tags. - Show Municipality Taxes. Select this option, and then select the municipality taxes you want to be displayed in the report.
Additional Actions
To reload the form, click Refresh.
To view the print version, click Print Version.
To view the report in the Excel version, click Convert to Excel.
To open the Petrosoft University Portal, click Help.
To create a ticket, click Feedback.
