Instore offers a variety of tax reports on our Office portal, designed to make tax filing easier.
- Tax Summary – navigate to Reports/Profit and Loss to see total Sales tax collected.
- 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.
- 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.