In order to run a Sales Tax Report, you must first make sure you have a Sales Tax Area set up in your Company Settings. To do this, click on your profile in the top right corner of your screen and then click Settings. There is a Sales Tax Area section in the company settings.
To run a Sales Tax Area Report, follow these steps:
From the Dashboard, click Reports in the main navigation panel on the left. Then, click Sales Tax Report.
From here, you can filter by the different Sales Tax Areas that you have created as well as the date range that you want the report to reflect.
Once you have your filters set, click Search.
From here, you can download the report as a .csv file (spreadsheet) where you can save or print as needed.
How Sales Tax Reporting Works in Spraye
Sales Tax is reported as due in Spraye when a service is both paid for and completed.
To illustrate, here are some different scenarios and how the sales tax is reported in Spraye for each scenario:
Service is paid for in January but not completed until April
Sales tax for that service will show up on the report as due in April
Service is completed in April but not paid for until July
Sales tax for this service will show up on the report as due in July
Service is paid for but not yet completed
Sales tax will not show up on the report until the service is completed
Service is completed but not yet paid for
Sales tax will not show up on the report until it is paid for
FAQs and Troubleshooting Sales Tax Areas
Q: How do I know if any of my existing customers/properties are missing a sales tax area?
A: You can easily see which of your properties are missing a sales tax area by going to the Properties List screen, and clicking the "Download CSV" button at the top of the screen. This downloads a spreadsheet of all properties, and you can simply filter by all those with a "Blank" in the Sales Tax Areas column.