The Tax Summary report provides a high-level consolidation of all sales tax collections, taxable revenue, and tax liabilities across your business footprint. This report aggregates sales tax data by individual tax rate and tax code, enabling rapid auditing of state-level or local jurisdictional tax liabilities and simplifying monthly tax reconciliation workflows.
This report allows you to:
- Review aggregated sales tax liabilities for a specific business day or selected date range.
- Compare taxable versus non-taxable sales totals categorized by individual tax rate.
- Group and organize tax liabilities by Daypart, Order Type, or Revenue Center.
Filtering the Tax Summary Report
You can adjust the filters at the top of the page to refine your results for the entire report.
- Location: Select a Location (or location group) by ticking the box next to the desired location from the drop-down menu. You can also select All Locations (the default).
- Report View: Select a saved Custom View or the default Base Report from the drop-down menu. You can also create a new Custom View from this menu. For instructions, please see the article: How to Customize Reports in the Bridge.
- Date: Select a predefined date range (like Today, the default) or select a custom date range using the date picker.
Interacting with Report Sections
The report includes a set of controls to customize its appearance and export its data.
- Download: Click the Download icon (downward arrow) to export the data from the report as a CSV, Excel file, or download the entire report as a PDF.
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Gear Icon Options: Click the Gear icon (⚙) to open a menu with additional report controls:
- Report Style: Change the grid's density. Options include Regular (the default), Compact, and Large.
- Schedule Report: Open the scheduling window to configure daily, weekly, monthly, or annual reports.
- Full Screen: Expand the Tax Summary Report to fill the screen.
- Sort Columns: Click any column header to sort the data in ascending (A-Z) or descending (Z-A) order.
- Reorder Columns: Click and drag a column header to a new position in the grid.
- Column Options: Click the three-dot menu on a column header to open more options.
Note: Making changes to options will activate the Save Changes button. These grid customizations can only be saved to a Custom View. If you are currently in the Base Report view, clicking Save Changes will prompt you to create a new Custom View to keep your layout.
Understanding the Metrics
The Tax Summary report organizes specific sales tax totals into defined columns to provide a clear view of tax collections. You can enable or disable these columns to tailor your view.
- Tax: The name of the specific tax rate or tax group configuration active across locations.
- Rate: The configured percentage tax rate applied to taxable sales.
- Taxable Sales: The total net sales value that is subject to tax calculations.
- Total Taxes: The final amount of sales tax collected under each tax group.
- Gross: The total gross sales value collected including tax liabilities.
- Revenue Center: The specific area of the restaurant (e.g., Bar, Dining Room) where the transactions occurred.
- Order Type: The classification of the order (e.g., Dine In, Take Out).
- Daypart: The service period (e.g., Lunch, Dinner) during which the transactions occurred.
Grouping Options
In addition to the columns above, you can further organize the report data by adding the following fields to the Row Groups section:
- Daypart
- Order Type
- Revenue Center
To do this, click and drag the field into the Row Groups section.
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