Total Sales does not include sales tax collected.

Total Sales is Net Taxable Sales + Net Non-Taxable Sales — it represents pre-tax revenue only. Sales tax collected is tracked separately and is not reflected in this figure.

Taxable Sales and Net Taxable Sales are not the same column.

Taxable Sales is your taxable revenue before returns. Net Taxable Sales subtracts Taxable Return Sales from that total. If your tax preparer asks for Gross Taxable Sales, use the Taxable Sales column — they are the same figure.

Prior-period reports may show different totals if you run them again.

If invoices, returns, payments, or line items are edited after a report was originally generated, those changes will be reflected the next time you run the report. Download and save reports at filing time to preserve your filing snapshot.

Tax Collected may not exactly equal Taxable Sales × the tax rate.

Shepherd calculates and rounds tax at the individual line-item level before aggregating. A small variance when you multiply aggregate Taxable Sales by the rate is expected — it's a rounding artifact, not an error. Example: 4 items × $10.25 at 10% each round from $1.025 to $1.02, giving $4.08 Tax Collected — but $41.00 × 10% = $4.10.
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The Sales Tax Report, found at Reports > Financial > Sales Tax Report, has two filters.

After selecting your filters, click View Report. Use Clear to reset all selections.

The Sales Tax Report contains four tabs organized by accounting method. Select the tab that matches your clinic's accounting process.

Accrual Basis — Reports tax based on when invoices were created, regardless of when payment was received.

Cash Basis — Reports tax based on when payments were received, regardless of when the invoice was created.

Each row in the Sales Tax Report corresponds to a tax rate. Column sets differ by tab type.

The following columns appear on the Accrual Basis Sales Summary and Cash Basis Sales Summary tabs. Use column sorting to organize data by tax rate or total sales.

Negative values in any column indicate returns or refunds.

The following columns appear on the Accrual Basis Sales Tax Amounts and Cash Basis Sales Tax Amounts tabs.

Your accountant or tax preparer may need different figures depending on the form or jurisdiction. Here's what the key columns represent:

Confirm with your accountant or tax preparer which column maps to each line on your state or local tax filing.

Download and save reports at filing time. Totals may change if invoice or payment records are edited after the original export.

Check the following: your clinic's tax settings are fully configured in Admin settings; if your clinic uses product-based rates, the product must also have a rate assigned — marking it Taxable alone isn't enough; and the item wasn't added inside a static bundle, which don't calculate sales tax. If the issue persists, contact Shepherd Support.
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This is expected, not an error. Shepherd rounds tax at the individual line-item level before aggregating, so multiplying aggregate Taxable Sales by the rate will produce a slightly different result than actual Tax Collected.

Confirm both reports use the same date range and accounting basis (accrual or cash), and that you're comparing the Sales Tax section of the Summary Report — not total revenue or total payments. If totals still differ, invoice or payment edits made after the reporting period may be affecting one or both reports.

The Sales Tax Report shows totals by tax rate, not individual products. Use the Invoice Line Items Report to see line items sold in a period (filterable by taxable status or category), or the Product Report to see which products are currently marked Taxable = No.

Shepherd can configure and report on sales tax, but cannot advise on taxability rules. Tax rules vary by jurisdiction and may apply differently to services, medications, prescription diets, and other product types. Contact your accountant or tax advisor for guidance.