Sales Tax Report Definitions

Sales Tax Report Definitions

You can view order information by state using the Sales Tax Report. You can filter by Date, Client, Campaign, and State. Select "Show Inactive" boxes to view inactive information in filters. This is a report that you can create an   automated schedule   for, in order to delivery the data via email or to an FTP site.

The report displays: Order ID, Transaction Date, Transaction Type, Amount Collected, Total, Unit Price, Shipping, Tax, Bill to State, Bill to County, Bill to City, Bill to Zip code, Shipping State, Shipping County, Shipping City, Shipping Zip code, and Client.

This is a report that gives you the ability to hyperlink to the order detail screen, in order to access further detailed information. Click on the link that is the order id and it will pull up another window.

Select control options from the   report tool bar .

Sales Tax Report Column Definitions
Order ID
Order ID
Transaction Date
Payment batch create date
Transaction Type
DEBIT or CREDIT
Amt Collected
Quantity * Unit Price + Shipping + Tax of the items
Total
Quantity * Unit Price + Shipping + Tax of the items
Unit Price
Quantity * Unit Price of the items
Shipping
Shipping of the items
Tax
Tax of the items
Bill State
The state of the master customer record
Bill County
The county of the master customer record
Bill City
The city of the master customer record
Bill Zip
The postal code of the master customer record
Ship State
The shipping state of the order
Ship County
The shipping county of the order
Ship City
The shipping city of the order
Ship Zip
The shipping postal code of the order
Client
Client of the source of the order
 
FILTERS
Date Range
Create date of the payment batch the successful payment transaction was in         
Client
Client of the source of the order
Campaign
Campaign of the source of the order
State
The shipping state of the order
 
GROUPING                            
Bill State
The state of the master customer record
Campaign
Campaign of the source of the order
Client
Client of the source of the order
Date
The create date of the payment batch
Ship State
The shipping state of the order
Order ID
Order ID of the order



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