Learn how to report on Sales Tax for your business using the Sales Report or Booking Index.
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
- Reports > Sales
- Reports > Booking Index
- Reports > Booking Index combined with Reports > Transaction
What more do I need to use this feature?
-
Admin or restricted permissions to View all Reports.
Which Checkfront version supports this feature - classic items, classic products, or both?
- This feature is available in both our classic version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products). → Learn more about products
If you report on your taxes using the Accrual Accounting method when service is delivered (using the booking start or end date), then we can easily report tax amounts in Checkfront.
Some of the reports that include taxes are the Sales Report and the Booking Index. These reports can be filtered by booking Date Source (Start, End...).
You may need to Edit Columns to add the taxes to your report, depending on what taxes you have considered and how your reports are customized.
| If you need to report on taxes based on when payment is received (Cash Basis Accounting), you could use the Transaction report and the Booking Index. This gives you both tax amounts and payment dates. |
| The tax amounts shown are always based on the full booking amount. They do not show partial taxes if the booking is only partly paid. |
|
Learn more about your reporting options here: |