Sales Tax report (v2)
Disclaimer
This article is only for the latest version of Zenoti Reports. Do not compare the data in this version with the data in the previous version.
Accountants can use this report to get an insight into the sales tax charged to the guest based on the sale date (accrual) over a period of time. This also includes the tax levied on the sale of liabilities at a center.
For services, the sale date is the date when the service is performed, irrespective of whether the invoice is closed or open.
For non-service items, the sale date is the date on which the invoice was created, irrespective of whether the payment is received.
At the organization or center level, click the Reports icon.
Search and select the required report by entering the report name.
If the report has many columns, scroll horizontally to the right or left to view all columns.
To view specific data on the report, select the desired filters. For more information, refer to report features on Zenoti.
Click Refresh.
If you generate the report for over a year, click the Email button.
Column Name | Short Description | Details and Examples |
|---|---|---|
Invoice# | Unique number generated for the invoice. | The unique number generated for the appointment or point of sale entry. |
Sale Date | Date when a payment was made or a liability instrument such as a gift card was redeemed. | The date on which the payment was made or liability was redeemed. |
Center Name | Center where the transaction was performed. | The name of the center where the business activity was performed. |
Item Name | Name of the item sold on the invoice. | The name of the item that was sold on the invoice. |
Item Category | Category the item belongs to. For example, a Service or a Product. | The category to which the item belongs. If the item, such as a gift card, does not have a category, this column displays Not Defined. |
Sales | Total amount charged for the item, including tax. | The total amount payable by the guest, including tax. While generating the report, if you have selected a redemption as the payment type, this column will also show the redemption as a sale. |
Taxable Amount | Portion of the sale amount that is subject to tax. | The sale amount on which tax is applicable. If the item was paid using a redemption, and the - liability was purchased without tax, then the sale amount is taxable, which is shown in this column. - liability was purchased with tax, then the entire sale amount becomes non-taxable and this column shows zero. If the item is partially paid using a cash equivalent and a liability, the taxable amount is calculated appropriately. |
Non-Taxable Amount | Portion of the sale amount that is exempt from tax. | The sale amount on which the tax is not applicable. If the item was paid using a liability, and the liability was purchased with tax, then the entire sale amount becomes non-taxable. If the item was paid partially using a cash equivalent and a liability, the non-taxable amount is calculated appropriately. |
Total Tax | Total tax applied to the item. | The total tax payable by the guest. Total Tax = Taxable Amount x Percentage of tax levied on the item |
Receipt # | Receipt number issued for the invoice payment. | The receipt number generated by Zenoti when the invoice was closed. For open invoices, the receipt number is 0, because a receipt number is generated only after full payment is received. |
Item Code | Unique identifier assigned to the item. | A unique identifier assigned to the item. |
Taxable Amount Exempted | Portion of taxable amount that was exempt due to exemption status of the invoice. | The sale amount that is exempted from tax. When an invoice is exempted from tax, you can see the same value in this column and in the Non-Taxable Amount column. |
Amount Paid | Total amount paid by the guest toward the invoice. | The total amount paid by the guest toward the invoice. |
Invoice Status | Status of the invoice. For example, Open or Closed. | The status of the invoice. |
Payment Type | Method used to pay for the item such as cash or card. | The payment option that was used to pay for the item. |