Steps to view your taxes collected during a designated time period
Begin by selecting the "Analyze" icon situated on the left side of the screen. Next, select the "Reports" icon just below the "Analyze" icon. Within the "Sales" section, choose the "Tax Summary" link.
- Refine the the tax data you wish to view by Associate, Time, and Shift.
- Select the red "Apply" button.
- The tax data will then be broken out below into three separate tabs: Taxes By Itemizer, Taxes By Category, and Taxes By UPC.
Tip: Use the "Export" function to export the table to Excel for further analysis and record-keeping.
