How to Pull A Sales Tax Report
Log in to your QuickFlora Admin side and in the menu on the left-hand side go to Reports --> Custom Reports --> Sales Tax Report.
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On the Sales Tax Report you will see Report Parameters. You can pull your reports by defining parameters according to your need.
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Example: Delivery Date Parameter
Define Date range for your report by clicking the “Edit” button for both the From Delivery Date and To Delivery Date.
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Next you will see two option to run your report.
1) Run Report for Taxable Sales Details
- Excel : If you want to open or save file in Excel format
- Screen : Report will show on your browser screen.
2) Run Report for Non Taxable Sales Details
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Note: Please make sure all orders are Invoiced before running a sales tax report in order to get the correct report. If orders are not invoiced for that date period then the sales tax report will be incorrect.