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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

    Description

    Invoice#

    The number generated for the appointment or point of sale entry.

    Sale Date

    Date on which the payment was made or liability was redeemed

    Center Name

    Center where the business activity was performed

    Item Name

    Item that was sold on the invoice

    Item Category

    Category to which the item belongs

    If the item, such as a gift card, does not have a category, you will see Not Defined in this column.

    Sales

    Total amount payable by the guest

    While generating the report if you’ve selected a redemption as the payment type, this column will also show the redemption as a sale.

    Note

    If loyalty points are configured as non-taxable, the loyalty points portion is excluded from Sales and tracked under Discount instead.

    Taxable Amount

    Sale amount on which tax is applicable

    • If the item was paid using a redemption, and the

      - liability was purchased without tax, and 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.

      Example: The guest purchased a $100 hair shampoo with a tax of $10, and paid $50 for the product using a membership (which was purchased with a tax) and paid for the remaining $50 using a cash equivalent, the taxable amount is $50 (paid using a cash equivalent) and the tax is $5.

    • If the item was paid using loyalty points that are configured as non-taxable, then the loyalty points portion is excluded from the Taxable Amount. Only the cash equivalent portion is considered taxable.

    Non-Taxable Amount

    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.

      Example: The guest purchased a $100 hair shampoo with a tax of $10, and paid $50 for the product using a membership (purchased with a tax), and paid the remaining $50 using a cash equivalent, the non-taxable amount is $50 (paid using membership).

    • If loyalty points are used for payments and are configured as non-taxable, the loyalty points portion of the sale is recorded under Non-Taxable Amount.

    Discount

    Amount of discount applied on the invoice including package redemptions and membership redemptions.

    If loyalty points are redeemed and configured as non-taxable, they are also reported in this column.

    Total Tax

    Total tax payable by the guest

    Total Tax = Taxable Amount x Percentage of tax levied on the item

    Receipt#

    Receipt generated by Zenoti when the invoice was closed

    Note

    For open invoices, the receipt number is 0, because a receipt number is generated only after full payment is received.

    Item Code

    Unique identifier of the item

    Taxable Amount Exempted

    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

    Status

    Status of the invoice

    Payment Type

    Payment option that was used to pay for the item

    In this section: