Article Details
Introduction
This article will cover how to use the Sales Tax report to extract tax information from Gingr. The Sales Tax report breaks down your charges into taxable and exempt charges, giving you the information needed to aid in reporting your sales tax information to the government.
Report Output
To generate the Sales Tax report, enter the Charges From and Charges To dates in the corresponding fields and select the Location(s) you'd like to run the report for. Click Generate Report! to pull up the report for this date or date range.
Once the report has been generated, you'll see a few informational sections, which are described below.
Sales Tax Summary
The Sales Tax Summary is the main section of the report, and provides a summary of invoice charges and refund information within the date range of the report.
Each of the columns in this summary are defined here:
| Column | Description |
| Location | Indicates the location that the tax information displayed pertains to. |
| Subtotal Charged | This value represents the total pre-tax charges accumulated on invoices opened during this date range. |
| Exempt Charges | This value represents the total charges for items that are not taxable and for which the business does not have a tax liability. |
| Taxable Charges | This value represents the total charges for items that are set to be taxable in Gingr. This number represents the value for which the business has a tax liability. |
| Subtotal Refunded | This value represents the total amounts that have been refunded during the date range. |
| Taxable Refunds | This value represents the total amount of taxable line items refunded during the date range. |
| Exempt Refunds | This value represents the total amount of non-taxable line items refunded during the date range. |
| Total Tax Collected | This value represents the total amount of tax charged on invoices during the date range. |
| Total Tax Refunded | This value represents the total amount of tax that was refunded as a byproduct of taxable sale refunds. |
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Exempt Charges - This value is calculated as Subtotal Charged less Taxable Charges within the date range.
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Taxable Charges - This value is calculated by taking the sum of all taxable line item charges within the date range.
- Subtotal Refunded - This value is pre-tax.
Charges
Below the summary, we'll find the Charges section. This section lists out all invoices opened during the date range, giving an invoice-level of detail to see how the charge numbers in the sales tax summary are being derived.
This section can be helpful to look at specific transactions and aid in locating discrepancies, should they arise.
Transaction Refund Data
Following the charges, we'll see the Transaction Refund Data section, which lists out all refunds performed during the date range,. This gives an invoice-level of detail to see how the refund numbers in the sales tax summary are being derived.
Tax Settings
Another awesome feature of this report allows you to view all of your app's tax settings in one place!
The Tax Settings section provides a view of all applicable tax settings entered in your application to allow you to quickly reference your settings at a glance. This section includes Location tax settings, which are specific to each location in the application, as well as the individual Open Line Item, Package Type, POS Item, Reservation Type, and Additional Service tax settings.
Important: Users that belong to the Admin user group will be able to edit tax settings from this view. It is important to note that changing your tax settings will not affect past transactions, or the information displayed on the Sales Tax Report for those dates.
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