Sales Tax Summary
Taxes collected from sales and paid on purchases to help you file sales tax returns.
Sales Tax Transaction Report
Taxes collected from sales and paid on purchases to help you file sales tax returns.
Sales Tax Reports
Stay informed and compliant
NuMetric’s sales tax reports help you track how much tax you've collected on sales and paid on purchases, so you always know your net tax liability. These reports simplify compliance and make filing your sales tax returns easier.
Sales Tax Summary
Overview of Collected and Paid Taxes
This report provides a summary of all taxable sales and purchases within a selected period.
Use Case:
Ideal for understanding your overall tax position and preparing your periodic tax filings.
The Sales Tax Report provides a complete summary of all taxes collected on sales and paid on purchases within a selected period. This report is essential for understanding your tax obligations and preparing your sales tax filings.
Steps to Generate the Report:
Go to the Reports section from your dashboard and click on it.
Select Sales Tax from the list of available reports.
Choose the From Date to set the start of your reporting period.
Choose the End Date to define the end of the reporting period (this typically matches your tax declaration or filing cycle).
Click Generate Report to view a detailed summary of taxable sales and purchases.
To keep a copy, click Download.
✅ Tip:
Use this report for official tax filings, internal reviews, and financial planning related to your tax liabilities.
1. Navigate to "Report" and Click on it
2. Navigate to "Sales Tax" and Click
3. Select related dates "From Date"
4. to "End Date," this will be your declaration "Sales tax filing period" or any selected date frame
5. Click "Generate Report" to view the report.
6. Click "Download."
Sales Tax Transaction Report
Detailed Transaction-Level View
This report lists each transaction where sales tax was applied, including invoices and bills.
Use Case:
Useful for internal audits, reconciliations, and reviewing specific tax amounts at the transaction level.
The Sales Tax Transaction Report provides a detailed breakdown of all transactions where sales tax was applied. It includes invoice- and bill-level data, making it ideal for audits, reconciliations, and reviewing specific tax entries.
Steps to Generate the Report:
Navigate to the Reports section from your dashboard and click on it.
Select Sales Tax Transaction Report.
Choose the From Date to set the start of your reporting period.
Choose the End Date to define the end of the reporting period (typically your tax declaration period).
Click on the Tax field and select the specific tax you want to generate the transaction report for.
Click Generate Report to view detailed transaction-level data.
Click Download to save a copy of the report for your records or submission.
✅ Tip:
Use this report to verify invoice-level tax accuracy or prepare supporting documents for your sales tax return.
1. Navigate to "Report" and Click on it
2. Click "Sales Tax Transaction Report"
3. Select related dates "From Date"
4. to "End Date," this will be your declaration "Sales tax filing period" or any selected date frame
5. Click on "Tax" and Select Tax you need the Transaction Report for.
6. Click "Generate Report"
7. Click "Download."
