Tax by Type

Report Purpose:

The Tax By Type Report breaks down gross sales, taxes, and net sales by report category and tax type (e.g., Sales Tax, DoorDash, UberEats, etc). It provides managers and accountants with visibility into taxable versus non-taxable sales, and tax amounts. This report is useful for ensuring tax compliance, reconciling revenue, and understanding the impact of different tax types on net sales.

PDF Example:

Metric Definitions:

Report Group = The menu category for sales.

Tax Type = The configured tax name related to the sales amount.

Gross Sales = The total sales amount before any tax, coupons, or adjustments are applied.

Tax = The calculated sales tax amount associated with the gross sales.

Net Sales = The gross sales minus tax, adjustments, and coupons, representing the final revenue recorded.