Tax Report – Inksoft

Overview of the Default Tax Report, available within the Core Reports section.

Store Menu Select:

Click the All Active Stores dropdown and you will be presented with 3 options:
Active Stores
Inactive Stores
Deleted Stores

Click the arrow next to any of these groupings to expand your options if you need to run the report for specific Store(s). Anything that is checked will be included in the report.

Remember, if you use the Custom Date Range, you want to click Apply to ensure it brings up all the applicable information:

Report Output:

1 Row per Store per Jurisdiction

Report Columns

The following data points are included in the report and are represented as their own column in the table view. All columns listed below are shown in the report by default.

Note: Hide/Show columns using the Columns Panel
Use the columns panel in the Report Detail View to hide/show the different data points you want to be visible in the report. Learn more about managing columns

Group: means the column supports Row Groups and can be nested
Aggregate: means the column supports Row Group Value Aggregation

COLUMN LABEL	DESCRIPTION	GROUP / AGGREGATE
Store Name	Customer-facing name of the Store	Group
Store Directory	Permanent store ID that is used to access the store.	Group
Store URL	Full web address to the store	Group
Store Created Date	Date the store was created
Store Closed Date (Marked Inactive)	Most recent date the store was marked as inactive
Country	Country of the associated zip code and jurisdiction.	Group
State	State of the associated zip code and jurisdiction.	Group
County	County of the associated zip code and jurisdiction.	Group
City	City of the associated zip code and jurisdiction.	Group
Tax Rate	Tax rate used to calculate the tax amount to collect for the associated zip code or jurisdiction.	Aggregate
Total Sales for Jurisdiction & Tax Rate	Total taxable order revenue processed for the associated Zip Code and Tax Rate.	Aggregate
Taxes Collected for Jurisdiction & Tax Rate	Total taxes collected for the associated Zip Code and Tax Rate.	Aggregate

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