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.
On the Sales Tax Report you will see Report Parameters. You can pull your reports by defining parameters according to your need.
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.
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
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.