Sales Tax Report

Your complete guide to tracking, calculating, and remitting sales tax

One of the most important tools in Appliance.io for compliance and financial accuracy is the Sales Tax Report. It gives you everything you need to track, calculate, and remit sales tax correctly — from high-level summaries to detailed transaction breakdowns.

📍 Accessing the Report

Go to the sidebar and click Reports

Under Accounting, select Sales Tax

You’ll see two tabs:

• Delivered Sales (Accrual)

• Written Sales (Cash)

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⚖️ Accrual vs. Cash

Delivered Sales (Accrual)

Records tax when items are delivered. If an order is delivered in parts, tax is logged by delivery date. This also includes tax from refunds and adjustments automatically.

Written Sales (Cash)

Records tax only when payments are received.

💡 Note: Orders using a Credit Line as their payment will only be included in the report once the order is fully paid.

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🔍 Filters

Make reporting easier with filters:

• Date Range

• Exclude Dates Before

• Location

• State

• City

• County

If you need a clean slate, just hit Reset Filter.

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📤 Exporting Reports

Need to share or analyze the data?

• Click Export

• Choose between PDF, Excel, or CSV

• Select by store or in aggregate

⚠️ Note: The export reflects whatever filters are applied.

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📑 Understanding the Report

1️⃣ Top Section — Summary

Sales and tax grouped by store location, showing:

• Total Gross Sales (before tax)

• Non-Taxable Sales

  These include products and services that are not subject to sales tax, such as Delivery Charge, Haul Away, Trip Charge, and Fulfillment, when the associated tax setting is turned off (Advanced Settings > Accounting > Sales Tax > Sales Tax on Fulfillment Services).

• Tax-Exempt Sales (Other, Resale, Out-of-State)

• Taxable Sales (only taxable items)

• Tax Rates

  The report provides tax rates in two helpful views:

  • By Purchase → based on the tax rate & tax collected

  • By Delivered → based on the tax rate, tax collected, and a jurisdiction breakdown by state, county, and district

  • Tax Collected (total)

2️⃣ Bottom Section — Detailed View

A line-by-line breakdown of each order with all payable components, so you can drill into transaction-level details. This includes all taxable items, non-taxable components, and jurisdiction-based tax calculations.

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🌎 Handling Multiple Jurisdictions

Operate in multiple tax areas? The report automatically breaks down sales tax by state, county, or city.

Additional features:

• Refunds & Adjustments → Tax from refunds is logged in both accrual and cash views.

• Accounting Integration → Syncs with your accounting system for easy reconciliation and filing.

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🎉 You’re Ready!

With filters, exports, summaries, and detailed views, the Sales Tax Report keeps you compliant, organized, and always ready for tax season.