This report shows all tax exempted transactions.
To access this report:
Navigate to Dashboard
Select the Reports tab
Under the Point Of Sale section, select the Sales Tax Exempt report
When the report opens, you can narrow the results by modifying the filters. You can filter by location and the date of the sale. You can also choose to view the report by date or location. If the By Location button is used at the top of the report, you will be able to easily compare metrics across locations and location groupings.
You also have the ability to export to Excel, PDF, or print.
Once you have selected your filters, click on the UPDATE button to generate the desired data.
|Date||The date the transaction took place.|
|Location||The location where the transaction took place.|
|Ticket||The classifying number associated with the ticket. Clicking this link opens the ticket in MyTime POS.|
|Client||Client associated with the appointment or purchase. Clicking this link opens the client's profile.|
|Exempt Verification||The client's tax exemption number or reason why the client was exempted.|
|Service Revenue||Service revenue earned for the date range selected.|
|Class / Event Revenue||Class / Event revenue earned for the date range selected.|
|Product Revenue||Product revenue earned for the date range selected.|
|Package Revenue||Package revenue earned for the date range selected.|
|Gift Card Revenue||Gift card revenue earned for the date range selected.|
|Membership Revenue||Membership revenue earned for the date range selected.|
|Discounts||Discounts that were applied during the date range selected|
|Refund||Refunds that were processed during the date range selected.|