Q. Tax Report
- Bart Rogacewicz
To get to the Tax Report Menu, click on Reports -> Q. Tax Report.
The menu gives the user an ability to obtain a Detailed or a Summary Tax report.
1. Detail Report
To get to the Detailed Tax Report screen, click on Reports -> Q. Tax Report -> 1. Detail Report.
The Tax Detail report offers the store a detailed report of all tax transactions that have occurred for a selected date and time range.
Select the Date Range with the From / To calendar buttons and choose the Time Range with the From / To time fields. You can choose to display the time on the print by indicating so with the Show on Printout drop-down box.
When ready to generate the report simply click "Generate Report". The summary tab displays a brief summary of the tax transactions in a compact format.
To print the report page, click the "Print" button or press the "Enter" key when the "Print" button is highlighted. To print a summary, click the "Print Summary Only" button.
If you'd like to export the report to a file, click the "Export Data" button or press the "Enter" key when the "Export Data" button is highlighted.
Export to Excel only works on full versions of Microsoft Excel/Office. It does NOT work with the Office Starter 2010 and other starter/third party versions. If using any one of these, export to a Comma Separated Values (CSV) instead.
The user may also clear all the data displayed on the screen by clicking the "Clear" button or by pressing the "Enter" key when the "Clear" button is highlighted.
2. Summary Report
To get to the Tax Summary Report screen, click on Reports -> Q. Tax Report -> 2. Summary Report.
The Tax Summary report offers the store a report of all tax transactions that have occurred for a selected date and time range; this report is more compact than the detailed version and does not display the receipt number, time, item description or the city/county tax amounts.
Select the Date Range with the From / To calendar buttons and choose the Time Range with the From / To time fields. You can choose to display the time on the print by indicating so with the Show on Printout drop-down box.
When ready to generate the report simply click "Generate Report". The summary tab displays a brief summary of the tax transactions in a compact format.
To print the report page, click the "Print" button or press the "Enter" key when the "Print" button is highlighted. To print a summary, click the "Print Summary Only" button.
If you'd like to export the report to a file, click the "Export Data" button or press the "Enter" key when the "Export Data" button is highlighted.
Export to Excel only works on full versions of Microsoft Excel/Office. It does NOT work with the Office Starter 2010 and other starter/third party versions. If using any one of these, export to a Comma Separated Values (CSV) instead.
The user may also clear all the data displayed on the screen by clicking the "Clear" button or by pressing the "Enter" key when the "Clear" button is highlighted.