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8/3/2010 10:14 AM
 

How do I create a sales tax report so that I can pay my quarterly taxes?

 
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8/3/2010 12:22 PM
 

The cart comes with the following reports:

  • Top Products
  • Top Customers
  • Daily Sales Report
  • Monthly Sales Report
  • Quarterly Sales Report
  • Order History Report
  • Order Detail Report
  • Customer Report
  • Payment History Report


Not sure exactly what type of report you are looking for your quartlerly taxes but you could run the quarterly sales report which will give you total sales by quarter then cut and paste the data to excel and add a column to compute your tax total if you are charging a fixed tax percentage on your orders. If you are charging tax in your store using the tax table option so you have a different tax per city/state then you will need to run a report on the smith_storeorders table which has a field titled "TaxTotal" that gives you the total tax charged per order. You can do one of the following options to produce a report showing TaxTotal from the smith_storeorders table:

  • From the store admin menu click the "Export Orders" button and export your orders to csv file then import them to excel to produce the tax report.
  • Use a 3rd party reporting tool like crystal reports or the dnn module idoogrid to create your tax report.
  • Query the data from the smith_storeorders table using sql mgmt studio query analyzer

-Scott


Scott Kelly
Project Manager
DotNetNuke Consulting, DotNetNuke Store and DNN Ecommerce
 
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8/5/2010 7:16 AM
 

Hi Scott,

How do I "Query the data from the smith_storeorders table using sql mgmt studio query analyzer"? I export my orders a few times a week as CSV files already. I need a breakdown of what was sales tax and what was product. There should be a way to do this without using a third party. Our old cart would allow me to create a report and it would look like this:

  • Total Product Sales $X
  • Tax $X
  • Shipping Fees $X

This way I would not have to go through each individual order to see who was charged tax. Since this is an online store, we only charge sales tax in Texas. Please help!

 
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8/10/2010 9:22 AM
 

If you have access to the SQL database, just look at the Smith_StoreOrders & Smith_StoreOrderDetails tables, you will find what you need there. You can craft a simple SQL query to grab the fields you need to copy into Excel.

A sales tax report would certainly be extremely useful addition however.

 
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