Learn how to report on Sales Tax for your business using the Sales Report or Booking Index.
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- 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, new or both?
- The Sales Report, Transaction report, Booking Index, and Taxes features are available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
New to Checkfront - Products ✨
Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront.
Not yet on our newest version and interested in upgrading? Please reach out to our Technical Support team for more information.
Discover more product-related help articles here: Products (New).
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 on 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 two reports: 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: