After adding taxes to your Catalog and ringing up an order in Register, a summary of the taxes processed may be generated and reviewed in a Tax report.
The taxes for each day included in the time range you select will appear in the report. Merchants can then use this information for their records and tax reporting around tax time.
You may generate and view this report in two places:
- Smart Terminal → Settlements app → Reports
- Merchant HQ at Poynt.net → Sales & Reports → Reports (last item on left menu)
To generate the report:
Step 1: Select the date range with time (optional).
Step 2: Select the report type as Items.
Step 3: If on Merchant HQ, you can filter by Terminal as well.
NOTE: Owner and Manager terminal users also have the capability to generate a report filtered by employee as well. Employees are only able to view payment information pertaining to the payments they’ve processed, so this not available to them.