Purpose
The Sales Tax Report provides a detailed breakdown of taxable and non-taxable sales for a selected time period. Use it to reconcile collected tax amounts and prepare accurate filings with your accounting team.
Filters
Filter | Description |
Time Period | Choose from predefined ranges (e.g., This Month, Last Month) to define your reporting window. |
After selecting filters, click View Report. Use Clear to reset all selections.
Report Tabs
The report contains four tabs grouped into two accounting methods:
Accrual Basis
Sales Summary
Sales Tax Amounts
Cash Basis
Sales Summary
Sales Tax Amounts
Report Columns
Each row corresponds to a tax rate and displays related sales data.
Column | Description |
Zip Code (coming 11/5) | The Zip Code of the tax rate (coming 11/5). |
Tax Rate | The sales tax percentage applied (e.g., 6.00%, 8.30%). |
Taxable Sales | Sales subject to tax, excluding return sales. |
Taxable Return Sales | Value of return sales for taxable items. |
Net Taxable Sales | Taxable Sales - Taxable Return Sales. |
Non-Taxable Sales | Sales not subject to tax, excluding returns. |
Non-Taxable Return Sales | Value of returns for non-taxable items. |
Net Non-Taxable Sales | Non-Taxable Sales - Non-Taxable Return Sales. |
Total Sales | Combined total of Net Taxable and Net Non-Taxable Sales. |
Tip: Negative values indicate returns or refunds.
Export Options
View Report - Generate the interactive table within Shepherd.
Download (PDF/CSV) - Export the full report.
Table Specific CSV Download - Export the visible table only.
Tips for Use
A 0.00% tax rate typically indicates tax-exempt items such as services.
Use column sorting to organize data by tax rate or total sales.
Accrual vs. Cash Basis: Select the method that aligns with your accounting process.
Download reports regularly for monthly reconciliation or tax filing.