I need to report sales tax collected each month and make a payment to the state. The “Payments Report” does not separate out Sales Tax from the revenue and the Sales Report shows sales for the month but does not include orders created in months previous but paid in current month. How do you figure out how much sales tax collected in IS to pay to the state each month?
Once you have the results you can use the Actions button to Export it
(First check the check box at the very top to select the list
OR add it to your Dashboard using the Custom Statistics Widget - Here is a video http://alwayshelpful.screencasthost.com/watch/cb1VnYXHFI
Yes, that gives me the sales tax on all the ORDERS CREATED for the month. These orders are either paid immediately or not paid until a later date. What is doesn’t give me is the total tax PAID for the month, which would include orders created in months prior but not paid until the current month, right? Or am I missing something?
CEO, Philadelphia Nanny Network
Just to clarify - Are you wanting to exclude orders that were created but not yet paid?
Every month I have to tell the state how much sales tax I collected. During that month, I will collect sales tax on orders created during that month – ex – it’s May and I may get a payment today where I create the order on 5/9 and get paid $100 + $6 in sales tax. I have to pay that $6 to the state when the month ends. I also may get a payment today on an order that was created in the month of March. So let’s say in March I created the order for $212, $200 fee and $12 sales tax, I will not pay the $12 to the state because I did not collect it yet. BUT in May the payment for that order comes in. So far for May I owe the state $12 + $6 BUT my Sales Report for May will not show the $212 collected because that $212 showed on my March sales report since that was when the order was created. Does this make any sense?
So yes, I want to exclude orders created in May that were not paid yet, BUT I want to include orders that were from prior months (such as March in my example) and paid in the current month May in my example.
If only the Payments Report had a sales tax column, there would be no issue. That is assuming the date used in the Payment Report is the Payment Date not the Order Date. I cannot believe I am the only person with this problem!
CEO, Philadelphia Nanny Network
Like @Amanda_Madsen said - The “All Sales (Itemized) Report” has the “Tax” column you need and it also has an “InvoiceID” column you can export.
The “Payments Report” has the “Date” column you need to filter by as this is the Payment Date and it also has an “Id” column which is not very intuitively named, but this is the “InvoiceID”.
So you would basically need to export both of those reports and link them together to extract the information you need.
If you don’t want to manually do this each month - then I can custom build a report for you and host it on my reporting platform where you can have it automatically emailed to you on the 1st of each month, or you can just login and run it on demand.
I mocked up a sample report that I could build with some dummy data:
Column F would be the $ Taxes Paid During that month which is based on the payment date, not the order date. However; this does not work so well if you do payment plans for an invoice where the invoice payments are split across months. If people normally just pay the invoice in full during one payment, then this is not a problem.
I suppose I could also add # Leads and # Customers on here too to give you a more meaningful report.
But anyhow - whatever we mock up (as long as it is technically do-able), then I can build it. Of course this is a 3rd party solution but just wanted to offer the help in case you don’t want to manually do it each month via payment exports.
The total cost for a custom developed solutuion like this would be:
$450 (one-time fee for development)
$87/month (access to report server that I host - cancel at anytime)
Add +$50/month if you have over 100,000 Contact Records