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txicecreamgirl

Why are my non-taxable sales incorrect?

The only items we sell that are "non-taxable" are bottles of water.  So I know each month that my non-taxable sales should be a smaller number with no change.  Last month, I noticed that I had an odd number that was too high for my non-taxable sales.  

 

  1. Is it possible that refunds show up under non-taxable sales?
  2. If not, what else might cause this? As far as I can tell, all our other items have the correct sales tax applied to them and most months are correct.  Just every now and then I will see an odd number in non-taxable sales that doesn't look correct.

 

Thanks!!

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Admin

Re: Do refunds show up under "non-taxable sales?

Best Answer

Hey @txicecreamgirl, I have an idea of what happened! 

 

If you entered  a custom amount for a sale a tax won't be applied automatically. You would have toggle on the tax by clicking on the amount. This can cause a discrepancy in the taxable item reporting. 

 

Since we can't discuss account specifics here, I had a Support Specialist look into your non-taxable sales. They went ahead and sent you an email with a breakdown of what happened. If you feel comfortable, feel free to share what they found. It might make for a great best answer. 😉

Message 2 of 6
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5 Replies
Admin

Re: Do refunds show up under "non-taxable sales?

Best Answer

Hey @txicecreamgirl, I have an idea of what happened! 

 

If you entered  a custom amount for a sale a tax won't be applied automatically. You would have toggle on the tax by clicking on the amount. This can cause a discrepancy in the taxable item reporting. 

 

Since we can't discuss account specifics here, I had a Support Specialist look into your non-taxable sales. They went ahead and sent you an email with a breakdown of what happened. If you feel comfortable, feel free to share what they found. It might make for a great best answer. 😉

Message 2 of 6
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txicecreamgirl

Re: Do refunds show up under "non-taxable sales?

Yes, thank you.  That's exactly what happened.  Now I have to figure out why someone entered a "custom amount."  But the mystery is solved as far as why I have an odd non-taxable sale amount.  

 

Thank you!!

Message 3 of 6
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Admin

Re: Do refunds show up under "non-taxable sales?

@Txicereamgirl, you're welcome! You might be interested in Employee Management to track which employee is manning the register. 

 

Just a suggestion. 😀  ✌️

Message 4 of 6
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toastmostroast

Re: Do refunds show up under "non-taxable sales?

Hello. I have 2 questions:

 

1. Is there a way to set Custom Amount to default to add Sales Tax?

 

2. Now there Partial Refunds are possible, will the Non-Taxable and Taxable Sales totals reflect Partial Refunds? Currently, it seems that there is an overstatement since Partial Refunds are not subtracted.

Message 5 of 6
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txicecreamgirl

Re: Do refunds show up under "non-taxable sales?

I want to add to this that I think one of our employees also accidentally toggles the sales tax "off" sometimes.  He goes very fast and adds comments at the bottom, and the comment box is "dangerously" close to the sales tax button.  I wish this wasn't so easy to do, but just something to keep in mind.  

Message 6 of 6
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