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How do I report on sales tax? | Walla Support Center

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How do I report on sales tax?

This article will show you how to view your sales tax using the Cash Report

  1. Under the Financial reports select Sales Report

  2. Choose Cash Basis

  3. Select a preset date range or custom dates from the date dropdown

  4. The top of the report displays tax totals

Under the Financial reports select Sales Report

Choose Cash Basis

Select a preset date range or custom dates from the date dropdown

The top of the report displays tax totals

You can also export the report

  1. Choose Export report

  2. Import the report to a spreadsheet platform (Google Sheets or Excel)

  3. Once your report is imported, refer to the column titled Amount Taxed to review sales tax information

  4. Apply a filter to the Amount Taxed column and filter out all $0.00 cells
    ​
    ​Filter your data using Google Sheets
    1. On your computer, open a spreadsheet in Google Sheets
    2. Select a range of cells
    3. Click Data
    4. Select create a filter
    ​
    ​Filter your data using Excel
    1. Select any cells in a range or table you want to add filter
    2. Click Data and choose Filter
    3. After applying one of the above operations, you can see drop down arrows are added in the column headers of selected cells

Choose Export report

Import the report to a spreadsheet platform (Google Sheets or Excel)

Once your report is imported, refer to the column titled Amount Taxed to review sales tax information

Apply a filter to the Amount Taxed column and filter out all $0.00 cells
​
​Filter your data using Google Sheets
1. On your computer, open a spreadsheet in Google Sheets
2. Select a range of cells
3. Click Data
4. Select create a filter
​
​Filter your data using Excel
1. Select any cells in a range or table you want to add filter
2. Click Data and choose Filter
3. After applying one of the above operations, you can see drop down arrows are added in the column headers of selected cells

Important: The Cash Report, the Sales Report, and the Transactions Export each use a different accounting basis. You do not want to compare these reports because you will get different values.