The Sales Tax Report in Shepherd gives you a detailed breakdown of your taxable and non-taxable sales for a selected time period. This is especially useful for reconciling sales tax collected and preparing for tax filing.
🗓 Time Period
Use the Time Period dropdown at the top of the report to select the timeframe you want to view (e.g., "This Month", "Last Month", etc.).
🔄 Don't forget to click View Report after selecting a time period to update the data.
📊 Report Tabs
There are four tabs and two sales tax accounting methods included in the report:
Accrual Basis Sales Summary
Accrual Basis Sales Tax Amounts
Cash Basis Sales Summary
Cash Basis Sales Tax Amounts
📋 Understanding the Columns & Rows
Each row in the table corresponds to a tax rate and displays sales data related to that rate.
Here’s what each column means:
Column Name | Description |
Tax Rate | The percentage of sales tax applied (e.g., 6.00%, 8.30%). |
Taxable Sales | Sales that are subject to the tax rate (excluding return sales). |
Taxable Return Sales | Amount of return sales processed for taxable items. |
Net Taxable Sales | The net taxable amount (Taxable Sales - Taxable Return Sales). |
Non-Taxable Sales | Sales that were not subject to sales tax (excluding return sales). |
Non-Taxable Return Sales | Returns for items that were non-taxable. |
Net Non-Taxable Sales | The net amount of non-taxable sales (Non-Taxable Sales - Non-Taxable Return Sales). |
Total Sales | The sum of Net Taxable Sales and Net Non-Taxable Sales for the tax rate. |
🔍 Tip: Negative values often indicate returns or refunds.
📥 Viewing & Download Options
You can interact with the report in three ways:
View Report (button): Generate an interactive visual within Shepherd.
Download (button): Get a copy of the full current report as a PDF or CSV.
Table Specific CSV Download: A quick download of the current table in CSV format for spreadsheet use.
📌 Things to Note
A 0.00% tax rate typically means those sales had no sales tax applied (often services or exempt items).
The Total Sales column reflects the overall financial impact for each tax rate grouping.
You can sort columns by clicking the small arrows next to each header for easier analysis.
🧾 Use Case Example
Let’s say you're preparing to file your monthly sales tax. You would:
Set the Time Period to “This Month.”
Click View Report.
Download the Accrual Basis or Cash Basis Sales Summary & Sales Tax Amounts CSV.
Review or share with your bookkeeper or accountant to reconcile and file taxes.
Need help understanding a specific line item? Contact our support team anytime — we're happy to help! 🐾