Running a Sales Tax Report

⏱︎ 1 minute

​

You must have set up a Sales Tax rate in your BookTix account on one or all of your departments, and completed transactions, in order to run a Sales Tax Report.

      1. Log in and navigate to your Organization Dashboard via the gear icon on the top right. 

 

      2. On the left side menu, go to Financial Management header → TAXES REPORT. 

      

      3. Select your date range, and opt to list department totals if needed.

      4. Click EXPORT TO PDF to view your report, which will include your taxable and nontaxable totals, as well as tax collected.

• Related Articles

• Charging Sales Tax

  ⏱︎ 1 minute You can opt to charge and track sales tax on transactions. When using option, taxes are charged on all orders, but options are available to add exceptions to specific departments and mark things as tax exempt. This is not tax advice, and ...

• Excluding Items, Packages, or Tickets from Sales Tax

  ⏱︎ 1 minute You can mark anything for sale in your BookTix account as Tax Exempt to exclude it from your tax rate. You must have set up a Sales Tax rate in your BookTix account on one or all of your departments in order to mark things as Tax Exempt. ...

• Running a Revenue Report

  ⏱︎ 3 minutes Revenue reports will be found within each event, item, package, and campaign. Event Revenue Report Item Revenue Report Package Revenue Report Donation Campaign Revenue Report Event Revenue Report 1. Log in and navigate to your ...

• Setting Online Sales Closing Time

  1. Log in to your account and navigate to your department. 2. Under the Settings header, click DEPARTMENT SETTINGS. 3. Edit field next to "What time would you like sales to auto-close before each event date?" 4. And you're done!

• Getting Paid

  ⏱︎ 30 seconds Getting paid requires 2 steps: 1. Set up Check or ePayment via BookTix, or Direct Deposit via Stripe 2. Close Sales Any time after, unless you would like payment to go to a new location, you can skip right to step 2- closing event ...