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coreSTORE - Reports - Tax by Payments Received

Use this report to view taxes collected based on payments received during a specific time frame. The report organizes tax information by payment date, sale ID, and Internet order ID. You can reconcile collected taxes with actual cash flow. This helps ensure that the taxes reported align with the payments you have received.


Note: The tax rates in the report do not indicate how taxes were calculated for the sale, this report is for reporting taxes based upon payments, the subtotal/totals of the sales the payments were taken on are not relevant for this report, instead please use the regular Taxes reports for information on taxes based upon sales


  1. Click Reports


Step 1 Screenshot


  1. Click Taxes


Step 2 Screenshot


  1. Choose a tax report type


After you select Taxes, three report types appear on the right.


Step 3 Screenshot


  1. Click Tax by Payments Received


Step 4 Screenshot


  1. Use filters to generate the report


Use filters to narrow the report data.


  • Payment Date Range - There are several pre-defined date ranges to choose from and at the bottom of the list is a Custom Date Range option. Use this option to specify a custom range.

  • Sale Type - This option lets you filter sales, returns, or both.

  • Payment Types - This will include all standard payment types built into coreSTORE along with any custom payment types setup in your instance.

  • Locations - This will enable you to create the report either on a company basis (all locations) or by location.


Step 5 Screenshot


  1. Click Submit


After you set the filters, select Submit to generate the report.


Step 6 Screenshot


  1. Review the summary


The top of the report shows a summary of:


  • Total Taxes - All the taxes that were collected for all payments that fell within the date range.

  • Total Sales with Taxes Included - All the sales, within the specific date range, that have been paid. This will include sales that are still being paid off including special orders and layaways.

  • Total Non-taxable Sales - All sales within the time frame that were not taxable.

  • Total Sales - Total Sales with taxes Included and Total Non-taxable Sales, within the time frame, combined.


Both the summary totals in the green boxes and the table below will only include the payments that have already been made. Example: A $5,000 layaway with $3,000 paid shows only the $3,000. The remaining $2,000 isn’t included.


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  1. Review report details


Below the summary is a detailed report of the taxes by payment. Each column is sortable. The gear icon in the right corner below the summary lets you show or hide columns and change their order.


Step 8 Screenshot


Updated on: 09/02/2025

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