Reports: For year end Taxes

Mary Jane -

Use the following reports at the end of the year when completing your taxes.

Go to Reports

a. Under the Sales section select the Comprehensive Sales Report.  

NOTE: Always deselect the Gift Card option when creating this report for tax purposes.  Gift Cards are not actual sales until they are redeemed by the client.

b. Under the Payments and Adjustments section select Payments Received.

c. Under the Payments and Adjustments section select the Adjustments report.

d. If you have been using the Payables feature, under the Payables Section select the Payables report.

e. Under the Payables Section select the Taxes Paid report.

 

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