Article Details
Summary
The Sales Tax report pulls tax information from Gingr. It splits your charges into taxable and exempt charges, so you can report sales tax to the government.
Reporting and Location Access
Reports in Gingr use location-based reporting. Gingr calculates results from the locations you select. Each report's location label decides how results are calculated.
Available locations are limited to the user's Allowed Locations. If a location does not show as an option, check the user's location access before you run the report.
Where to Find It
Enter the Charges From and Charges To dates, and select the Location(s). Then select Generate Report!
Report Output
Sales Tax Summary
This is the main section. It summarizes invoice charges and refunds in the date range.
| Column | Description |
| Location | The location the tax information is for. |
| Subtotal Charged | The total pre-tax charges on invoices opened in the date range. |
| Exempt Charges | The total charges for items that are not taxable. The business has no tax liability on these. Gingr calculates it as Subtotal Charged minus Taxable Charges. |
| Taxable Charges | The total charges for items set as taxable in Gingr. The business has a tax liability on this amount. Gingr adds up all taxable line item charges in the date range. |
| Subtotal Refunded | The total amounts refunded in the date range, before tax. |
| Taxable Refunds | The total of taxable line items refunded in the date range. |
| Exempt Refunds | The total of non-taxable line items refunded in the date range. |
| Total Tax Collected | The total tax charged on invoices in the date range. |
| Total Tax Refunded | The total tax refunded as a result of taxable sale refunds. |
Charges
This section lists all invoices opened in the date range. It shows invoice-level detail behind the charge numbers in the summary. Use it to look at specific transactions and find discrepancies.
Transaction Refund Data
This section lists all refunds in the date range. It shows invoice-level detail behind the refund numbers in the summary.
Tax Settings
This section shows all the tax settings in your app in one place. It includes Location tax settings and the tax settings for each Open Line Item, Package Type, POS Item, Reservation Type, and Additional Service.
Important: Users in the Admin user group can edit tax settings from this view. Changing tax settings does not affect past transactions or what the Sales Tax Report shows for past dates.
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