A Sales by Tax Code report is an essential tool for businesses to monitor their sales tax obligations and ensure compliance with tax regulations.

This report provides a detailed breakdown of sales data based on different tax codes used in invoicing, allowing businesses to track sales by tax type and rate. It is particularly important for businesses operating in multiple jurisdictions or selling products subject to different tax rates. By analyzing the Sales by Tax Code report, companies can identify discrepancies, validate tax calculations, and prepare accurate tax returns.

In this article, we'll go over the Sales by Tax Code Report.

Before You Start

• Sales by Tax Code Report requires Manager, Admin, or Owner permission level
• This report is in Accrual Basis

How to Use the Sales by Tax Code Report

To access the Sales by Tax Code Report, follow these steps:

1. From your ServiceCore Dashboard, click "Reports"
2. Click on the "View Report" button for the Sales by Tax Code Report
3. Use the "Issued At" filter to see tax totals from transactions within a desired date range.
4. Use the "Tax Code" filter to limit the report to show totals for specific tax code(s).
5. Use the "Tax Agency" filter to to only show totals associated with a particular tax agency.
6. Use the "Division" filter to only show totals from transactions linked to a specific division.
7. Hit the "Drop-down" arrow next to columns to sort by your desired sorting preference.

How to Export the Sales by Tax Code Report

If you'd like to export the report into a CSV or Excel file, follow these steps:

1. Make sure you've set up any filters to narrow results down to just the data you would like to see.
2. Scroll down to the "Details" portion of the report.
3. Hover over any area in the Details portion of the report to bring up the additional menu
4. Click on the 3 Vertical Dots
5. Hover over the "Download >" option.
6. Select your preferred file type.
7. A download will appear with your selected file.