Sales Tax Exempt Report

Modified on Fri, 24 Jan at 4:14 PM

This report shows all tax-exempt transactions.

Things to know:

For pet merchants, the report will show the word “deceased” in parentheses next to the name of the pet that was marked as deceased.

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.

Once you have selected your filters, click on the UPDATE button to generate the desired data.

Report Columns

Column	Description
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.