The SwipeSimple Taxes Report offers a daily summary of transaction totals broken down by the tax rate applied to transactions in the selected date range. If you have multiple tax rates with SwipeSimple, or have transactions in which No Tax is applied, you will find a unique row summarized daily for each category. It is located in the SwipeSimple Dashboard, nested within the Reports tab. When the Reports item is selected in the sidebar, additional reports will expand below from that selection. Reports are available to SwipeSimple admin users only.
Once the Taxes Report is selected, a default view will load in the main window with a 30 day date range selected. This report can be filtered by a date range selection as well as by Payment Device if your SwipeSimple Company has more than one. The Payment Device filter allows you to select a single device, or choose All.
Using the date range filter:
The date range filter expands when you click on it. SwipeSimple will offer some quick buttons to easily select some frequently used date ranges which you’ll see to the left. To the right, there will be two small calendars which allows for the selection of a custom date range. The first one represents the start date and the second represents the end date for your filter selection. A user must select a date from each calendar and then select the Apply button at the bottom left for the selected date range to take effect. If Apply is not selected, and a user clicks out of the calendar, the date range selection window will be dismissed without updating.
The Taxes Report also includes an additional filter option which allows the user to select a tax rate or more than one, to include or omit specific report results. You can identify this by a small blue button with three horizontal lines.
The Taxes Report displays in a table view with each row representing a date which will display as the first column header as well as the tax rate applied to transactions. If you apply more than one tax rate on the same date, each rate will get its own unique row, while the date will remain the same. Each additional column header will define the content in the table. The final row in the table will provide totals for each column.
Date: Displays the date in which the row of report data took place
Tax Rate: Displays the Tax Rate applied to the transactions for this row of report data. NOTE: The Name will have a link to edit the Tax Rate setting. If the Tax Rate Name does not show as a link, this means that it has been deleted and is only available for historical reporting purposes.
Pre-Tax Subtotal: Displays the total amount before taxes for taxable transactions with this rate applied in the sale.
Total $ of Sales Tax: Displays the total dollar amount of tax applied to transactions for the tax rate identified and the date displayed.
Total $ of Sales: Displays the total dollar amount of the pre-tax subtotal and sales tax applied for the date and applicable tax rate.
Additional Report Details
Export: Clicking Export will automatically download a CSV file of your report data to your computer
Print Table: Generates a print window to send your report results to your printer
Configure Table View: Allows you to hide or show any column in the table.