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Locate: Reports are located as follows...
- Reports > Sales
- Reports > Booking Index
- Reports > Booking Index combined with Reports > Transaction
- 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 contact 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. Both of 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 do need to report on Taxes based on when payment is received (Cash Basis Accounting), then you could potentially use two reports together, such as the Transaction report and the Booking Index. This gives you both Tax amounts and payment dates.|
|Please note that 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: