Autobooks provides you with a report to keep track of the sales taxes you charge for selling your goods. You can charge sales tax as a separate line item when using our Invoicing tool or using Tap to Pay.
Our report breaks down each instance you collected sales tax using one of these tools, and can be exported to a spreadsheet file for further use.
To access your report, click the Menu icon from the Invoicing or Payment Link tools and select Reports (or click the Reports tab at left if using the full Autobooks solution) then select Sales Tax.
The search criteria will default to the last 30 days. You can change your search parameters by clicking the down arrow next to Search criteria. Here you can change to a specific date range for your report, or by fiscal year.
Your report results display the following info:
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The date sales tax was collected
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The Category the sales tax was applied to
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A description of the way the tax was collected
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The name of the customer that paid the sales tax
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The invoice transaction ID (Autobooks unique identifier of your invoice)
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The total tax dollar amount
You can export the report to a spreadsheet format. Click the blue Export button in the upper right corner to download your report.
What the report doesn’t currently do: the report isn’t sortable by tax rate paid. If you do business in multiple taxing jurisdictions (and charge different tax rates on different invoices) we do not display the rate info on the report at this time.