Help: Frequently Asked Questions

Tax reporting

Instore offers a variety of tax reports on our Office portal, designed to make tax filing easier.

  1. Tax Summary – navigate to Reports/Profit and Loss to see total Sales tax collected.
    • To view taxes broken out by rate (if your location has more than one tax rate), expand the Sales tax collected line.
    • To view sales broken out by Taxed and Tax-free sales, expand the Net sales line.
  2. Tax-free orders – navigate to Reports/Orders to view tax-free orders. After selecting the time frame for orders you want to view, select the Tax-free orders preset then click Apply. Note you can export these orders to a .csv file or click on each order number for more detail.
  3. Tax-free item sales – navigate to Reports/Item sales to view tax-free item sales. After selecting the time frame for items you want to view, add a Taxes filter, then select the Tax-free sales button, and click Apply. Note you can export these sales to a .csv file for further analysis.