Viewing the Taxed Itemized Sales Report
The Taxed Itemized Sales report provides a detailed breakdown of sales by category and product, including the quantity sold, sales amount, tax collected, and total sales for a selected date and time range. This report is useful for reviewing taxable sales, validating tax collections, and analyzing product performance.
How to Access the Report
- From the left navigation menu, go to Analytics & Reports.
- Select Product Sales.
- Click the Tax Itemized Sales tab.
Filter the Report
At the top of the page, use the available filters to customize the report.
- Date Range - Select the start and end dates.
- Time Range - Filter sales within a specific time period.
Report Summary
The summary section displays overall sales information for the selected period.
Field | Description |
|---|---|
Sales | Total sales amount before tax. |
Tax on Sales | Total tax collected on all taxable sales. |
Total Sales | Combined sales amount including tax. |
Category Breakdown
Each product category is displayed in its own expandable section.
For every category, the following totals are shown:
- Qty - Total quantity of items sold.
- Sales - Total sales amount before tax.
- Tax on Sales - Total tax collected for the category.
- Total Sales - Total sales including tax.
Product Details
Within each category, products are itemized with the following information:
Column | Description |
|---|---|
Product Code | Unique identifier assigned to the product. |
Product Name | Name of the product sold. |
Qty | Number of units sold. |
Sales | Sales value before tax. |
Tax on Sales | Tax collected for the product. |
Total Sales | Total value including tax. |
A Category Total row appears at the bottom of each category, summarizing all products within that category.
Expand or Collapse Categories
Each category includes and expands/collapse icon on the right side of the header.
- Expanded - Displays all products within the category.
- Collapsed - Hides the product details while retaining the category summary.
This allows you to focus on specific categories without scrolling through the entire report.
Export the Report
To download the report:
- Click the Export button in the upper-right corner.
- Select your preferred export format,
Example Use Cases
Use the Taxed Itemized Sales report to:
- Verify taxable sales by product
- Review tax collected for accounting purposes.
- Compare product performance within each category.
- Reconcile daily or periodic sales reports.
- Support financial reporting and tax audits.
Updated on: 07/15/2026
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