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How to Generate a Tax Sales Report in C-Store Essentials

This article outlines the process of generating a Tax Sales Report in CStore Essentials

Updated this week

You can manually generate the Tax Sales Report or you can find it by generating the Daily Summary or Grocery Sales Report

Step-by-Step Process

  1. Go to C-Store Essentials Web Account

    • You can access C-Store Essentials by clicking here or going to https://secure.cstorepro.com

      • Click the “Forgot Password” button if you need help resetting your password

  2. Navigate to the Tax Sales screen

    • On the left side of the screen, click Report Center

    • Next, click on POS Reports

    • Then click on Tax Sales Report

  3. Set Report Parameters

    • Set the required Report Date to define the date range you want to review

    • Click Run Report to generate the Tax Sales Report

Alternate Methods to Find Total Sales Tax by Date

  1. Using the Daily Summary Report

    • On the left side of the screen, click Day Closing

    • Next, click on Reports

    • Then click on Daily Summary

    • Set the required Report Date and select Sales Summary as the report type

    • Click Run Report to generate the summary

  2. Using the Grocery Sales Report

    • On the left side of the screen, click Grocery

    • Next, click on Reports

    • Then click on Sales

    • Set the required Report Date

    • Click Run Report to view sales tax totals

Frequently Asked Questions

What is the Tax Sales Report?

  • The Tax Sales Report provides a detailed breakdown of sales tax amounts by tax type for specified date ranges.

Can I generate a report for multiple tax types?

  • Yes, the report displays a breakdown of all configured tax types for the selected dates.

How do I download the report in Excel format?

  • After generating the report, use the Excel option in the top-right corner of the screen to save the data.

What should I do if the Excel download option is not visible?

  • Ensure that your browser allows Flash, as some download features may require it. Refer to browser settings for enabling Flash.

Are there alternative methods to find total sales tax?

  • Yes, you can use the Daily Summary Report or Grocery Sales Report for total sales tax calculations.

How do I verify the accuracy of sales tax data?

  • Ensure that tax settings in your CSE account are correctly configured for all items and departments.

Can I filter reports by specific tax types?

  • No, the Tax Sales Report includes all active tax types.

  • Filtering can be done externally in Excel after exporting the report.

Is there a way to compare tax data across multiple time periods?

  • Use the Sales Comparison Report to compare sales and taxes for different date ranges.

What if I don’t see the Tax Sales Report option?

  • Confirm that you have the required user permissions.

  • If the issue persists, contact PDI Customer Support for assistance.

Can I use these reports for tax filing purposes?

  • Yes, the Tax Sales Report is often used to reconcile tax amounts for filing, but consult your tax advisor to ensure compliance.

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