Sales Tax

Taxable sales and tax collected, ready for filing: headline totals, a breakdown by tax rate, a Services-vs-Products split, and the jewelry disclosure below. Only rates you’ve defined produce numbers here.

Rate rows are snapshots. Each row is the rate’s name and percentage as they were at checkout — renaming a rate later can’t rewrite history, and changing a percentage mid-period shows as two rows, which is what your filing needs.

Don’t sum the per-rate Taxable column. Stacked rates each tax the full base, so on a sale taxed by a state rate and a city rate the same dollars appear in both rows. The headline Taxable Sales counts each item once.

Refunds net against the period they were processed in, with the refunded slice shown alongside each figure. A refund of last month’s sale reduces this month’s numbers, never last month’s filing.

Transaction detail

Below the summary, the report lists one row for each taxed sale or refund. Each row includes the date, customer, rates, taxable amount, and tax collected.

A sale appears on the date its checkout was completed. A refund appears as a negative row on the date it was processed, even when the sale was in an earlier filing period. Each row uses the tax rates saved when the checkout was completed.

Jewelry provided with services

Pieces installed during services at no charge, with the catalog value they carried at install — the disclosure your accountant needs for use tax. Each row says why the piece rang $0:

• Covered by tier — an inclusive jewelry tier covered the session’s jewelry.
• In the service price — baseline coverage: a Baseline-marked piece on a service that includes baseline jewelry.
• No reason recorded — nothing explains the zero. Usually a price typed as 0 at the register — the same mistake the Check price flag catches in the moment. A deliberate comp rings cleanest as a 100% discount, which prints its reason on the ticket and stays out of this list.

Two rules keep the section honest:

• Values are gross, never reduced by refunds. Installed jewelry doesn’t restock — refunding the visit doesn’t undo the transfer of goods.
• Pieces with no catalog value on file are counted separately, not silently omitted — their value is unknown, so it can’t be in the total. Give those pieces a retail price in the catalog and future installs carry one.

Piercing and adornment studios see the section even when it’s empty — for a filing, an explicit “none this period” is evidence; a missing section is indistinguishable from “not tracked.”

The CSV

Download CSV produces a file that carries its studio and period in its own first rows and in the filename, so an emailed attachment can’t be mistaken for another location’s filing. Every date in it renders in the studio’s time zone, matching the screen and the printed copy. The jewelry column is named RetailValueNotCharged so a spreadsheet opened cold can’t be misread as revenue.

The transaction detail is included in a TransactionDetail section below the rate rows. Values that begin with =, +, -, or @ are prefixed with an apostrophe so spreadsheet software treats them as text instead of formulas.

Permissions

Sales Tax Report → View is included in Manager. See Roles & Permissions.