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The Sales Tax Detail page gives admin the ability to see reporting on all Sales Tax incurred by Product Sales.

Note:

  • As of 12/5/2023, Discount Codes can only be viewed by users with the Orders Admin or Admin roles.

  1. Sign in to a PlayerFirst website.

  2. On the left navigation, click Sales > Sales Tax Detail.

  3. The Sales Tax Details Table

    1. Order ID: The Order ID/ Invoice number for the invoice where Sales Tax has been assessed. Admin may see multiple lines with the same Order ID. This may be seen because multiple order items. on the invoice have been assessed a tax. It may also note the different types of tax assessed to a unique Order Item.

    2. Order Item ID: The ID number associated with the line item that Sales Tax has been assessed for. Admin may see multiple lines with the same Order ID. This notes the different types of tax assessed to a unique Order Item.

    3. Service Address: The address of the client who completed the order.

    4. Service City: The city of the client who completed the order.

    5. Service State: The state of the client who completed the order.

    6. Service Zip Code: The zip code of the client who completed the order.

    7. Tax Code: The tax code ID assigned to the Order Item.

    8. Tax Rate: The rate at which Sales Tax will be assessed for the Order Item.

    9. Taxable Amount: The taxable amount that the Sales Tax Rate will be applied to.

    10. Total Tax: The total cost of the tax. Tax Rate x Taxable Amount = Total Tax.

    11. Tax Name: The name of the Sales Tax being assessed. E.g., State Tax, County Tax, City, Tax, or a Special Tax.

    12. Jurisdiction Name: The name of the jurisdiction in which the tax applies. E.g., The name of the state for a state tax, the name of the county for county tax, and the name of the city for city taxes.

    13. Jurisdiction Region: The name of the jurisdictional region in which the tax applies. E.g., The name of the state for that all of the taxes belong to.

  4. Click Export to export this list.

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