Knowledgebase
How do I access a report that will show my taxes from month to month?
Posted by Forest Barral on 28 Jul 2014 06:22 PM
  1. Go to File > Reports > Order > Sales and Payment Summary
  2. Enter in your date range and select either order date or item date
  3. Click the Search button
  4. On the left side of the report, you see taxable sales, exempt sales, and total tax collected.
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Comments (1)
Erik Butler
29 Sep 2016 04:34 PM
When I go to File > Reports >... I am only given the options of Report Portal, Calendar, Patients, Audit, Meaningful Use Reports, and Subscriptions. Where can I find a Sales and Payment Summary? Thank you.
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