This feature is only available for ShopKeep merchants on select pricing packages.
Sales by Tax Group Report
Use the Sales by Tax Group report to see total taxable sales, non-taxable sales, an estimate of sales tax due, and a breakdown of estimated taxes by tax rate over any time period.
Table of Contents
Run the Report
From BackOffice, run the Sales by Tax Group report for an overview of taxable sales, non-taxable sales, and estimated amount of tax due for a specific time period.
To learn how tax is calculated in ShopKeep, visit the Understanding Sales Tax in ShopKeep section below.
- Click 'Reports' and select 'Tax Groups'.
- Click the Date icon to choose a preset or custom range, then click 'Retrieve'.
Read the Report
Learn to read the Sales by Tax Group report to understand the impact taxes have on the business.
Important Tax Information: Taxes are estimated based on how you have set up your tax rates in BackOffice. For official filings, always verify your current local rates, then manually calculate tax using net taxable and non-taxable revenues. Tax laws can change at any time and you should contact a professional to obtain specific tax advice for your business. To learn how tax is calculated in ShopKeep, visit the Understanding Sales Tax section below.
The summary tiles display an overview of sales and estimated sales tax due for the selected date range.
Net Taxable Sales | Total pre-tax sales minus pre-tax returns for transactions where tax was charged.
Net Non-Taxable Sales | Total amount of untaxed sales minus total untaxed returns.
Estimated Sales Tax Due | Estimated tax amount collected based on Net Taxable Sales & related Tax Groups.
*Multiplying ‘Net Taxable Sales’ by the tax rate may NOT equal ‘Estimated Sales Tax Due’ due to differences introduced by rounding. Visit this section below to learn how tax is calculated.
The table view provides details about individual tax rates over the selected date range.
Tax Group | Name of the tax rate as entered in BackOffice.
Percentage | Percentage of the tax rate as entered in BackOffice.
Taxable Amount | Amount of Net Taxable Sales from items charged this tax rate.
Estimated Sales Tax Due | Estimated amount of tax collected for the tax rate.
*Multiplying ‘Taxable Amount’ by the tax rate may NOT equal ‘Estimated Tax Due’ due to differences introduced by rounding. Visit this section below to learn how tax is calculated.
- Click any header with arrows to sort the table ascending/descending.
Filter the Report
Filter the report by tax rate to hide rates you don’t want to see or to display only specific ones. Filter by column to customize which table columns appear on the report.
- Click 'Filter'.
- To hide a tax rate, uncheck the box.
- To hide a table column, click 'Show/Hide Columns' and uncheck each box.
Export the Report
Download a copy of the Sales by Tax Group report to analyze and filter its data using spreadsheet software.
- On the Table View, click 'Export'.
- Wait for the export to be generated. Check the box to be notified by email when exports are ready for download (optional).
Exports ready in a few seconds will automatically download. Click ‘Close’ to close the message box.
Exports taking more than a few seconds to generate are downloadable via the Export Center when ready. Click ‘OK’ to close the message box.
- After downloading, the export is ready to open in any spreadsheet software.
Print the Report
Use the Print feature to generate the report in a printer-friendly format that can be printed or saved.
- Click 'Print'.
- Wait for the report to open in a new browser tab.
- Click 'File' on the web browser’s menu and select 'Print'.
Or, save the print view as a PDF for easy sharing.
Understanding Sales Tax in ShopKeep
Review the basics of sales tax and how it impacts a business. Learn how sales tax is calculated in ShopKeep and why it is calculated that way.
IMPORTANT: Sales tax on this report is an estimate based on how you have configured the business’s tax rates in BackOffice. For official filings, always verify current local rates, then manually calculate tax using net taxable and non-taxable revenues. Be aware that tax laws can change at any time and you should contact a tax professional for specific tax advice regarding your business.
Prior to version 2.10.0 of the ShopKeep register app, tax was calculated at the transaction-level, where the subtotal of each item assigned to each tax rate was summed before the tax rate was applied and then rounded.
In the example above, sales tax would be $0.99 if calculated at the transaction-level. If one item was returned, how much tax would need to be refunded: $0.49 or $0.50? Which item gets the extra penny? With transaction-level tax, there can be many “extra pennies” randomly assigned to items. When each sold item’s tax is summed, you may end up with a different total than what was actually collected at the register.