Tax Collected by Transaction Report

Introduction

This report details tax collected on any debit (payment, etc.) or tax refunded for every credit (refund). You can export the report for more specific tax reporting information. Available filters include:

  • Company
  • Company Groups (if they exist)
  • Channel
  • Filing Period
  • Date Range
  • Summarize By (Transaction, State, or County)
  • Purchaser
  • State
  • County
  • OrderID
By default, the report only shows taxable sales. Also, the report defaults to an Accrual Basis; to use a Cash Basis, check the Show Paid Orders Only box.

How to read the report in SellerCloud

Note: The following table illustrates the data output if summarizing by Transaction.

On-Screen Field Name

Description

Transaction Type

The type of transaction: Debit or Credit

Transaction Date

The date the transaction occurred

Order ID

SellerCloud's unique Order Identification

Order Source

The Channel name

State

The ShipTo State on the order

County

The ShipTo County on the order

City

The ShipTo City on the order

Tax

The Tax amount collected on the order

Gross Sales

GrossSales = GrandTotal - Tax

Grand Total

The total sale amount of the order. GrandTotal = (SubTotal + ShippingTotal + HandlingFee + Insurance + GiftWrapCharge + Tax) - (ShippingDiscount + Discount)

How to read the report in the exported file

Excel Export Field Name

Description

Transaction ID

SellerCloud's unique Transaction Identification

Transaction Type

The type of transaction; either debit or credit

State

The ShipTo State on the order

Zip

The ShipTo Zip on the order

County

The ShipTo County on the order

City

The ShipTo City on the order

Order ID

SellerCloud's unique Order Identification

Transaction Date

The date of when the transaction occurred

Time Of Order

The date of when the order got created

Order Source

SellerCloud's unique Channel Identification

Order Source Name

The Channel name

SubTotal

The total sale amount of the items, before any discounts, shipping, tax etc.

Grand total

The total sale amount of the order. GrandTotal = (SubTotal + ShippingTotal + HandlingFee + Insurance + GiftWrapCharge + Tax) - (ShippingDiscount + Discount)

Gross Sales

GrossSales = GrandTotal - Tax

Tax

The Tax amount collected on the order


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