Which Reports are Best to Run for Tax purposes?

You can utilize the Comprehensive Sales, Payments Received, Payables, Taxes Collected and Adjustments reports for tax-related reporting.

a) Navigate to Reports. Within the Sales section select the Comprehensive Sales Report.  

NOTE:

Always deselect the Gift Card option when creating this report for tax purposes.  Gift Cards are not actual sales until they are redeemed by the client.

b. Under the Payments and Adjustments section, select Payments Received.

c. Under the Payments and Adjustments section, select the Adjustments report.

d. If you have been using the Payables feature, under the Payables Section select the Payables report.

e. Under the Payables Section select the Taxes Collected report.