Tax Report

The Tax Report summarizes sales for items marked taxable in your Product/Service list for any given date range.  if no date is entered it defaults to the current month starting date to the current day.

Note:  Only orders with a tax associated with them are shown.   Gray shaded orders indicate that there are more than one history record.  The amount applied is the initial amount applied at checkout and may not be indicative of the complete order.
 

To access the Tax Report begin in the Pet Exec Menu -->Reports-->Tax Report.

1.  Select your range of dates to begin your search.  Enter a date in the Start date box and a date in the End date box by either entering the date in the correct format (mm/dd/yyyy) or selecting the dates using the drop down calendar.

2. Click the Search button to being your search.

3. If you wish to view an order, click the Edit order button on the record you would like to view to be taken to the billing information for that receipt.

 

To Download the Tax Report to Excel or to Print the page, scroll down to the bottom of the report and click on the corresponding button.

 

Last Modified: Monday, August 01, 2016 at 11:29 AM