Taxes
The Taxes page shows the sales tax your store collected in the selected date range, how it compares with the previous period, how it moved over time, and how it splits by tax type. Open it from the left menu: Analytics → Taxes (right after Payment Methods). You can also click the Tax number on the Overview.
The data comes straight from your POS and is synced by the StorePulse agent. StorePulse does not calculate or change tax amounts.
Headline numbers
Four numbers sit at the top. Each one shows its change against the previous period: the same number of days right before your range.
| Number | What it means |
|---|---|
| Tax collected | All the tax your POS charged, across every tax type |
| Taxable sales | Sales subject to tax, measured on the main tax type |
| Exempt sales | Sales not subject to tax (for example food or EBT), same base |
| Tax refunded | Tax given back on returns (a rise is shown in red) |
:::info Why taxable and exempt sales use one tax type State and municipal sales tax apply to the same sale, so your POS reports the same taxable amount once for each tax. Adding them up would count every sale twice. StorePulse uses the tax type that collected the most (for example IVU Estatal) and names it under the number. :::
When the range ends today, the change compares complete days only: today is still in progress. If the previous period has too little history, no change is shown instead of a misleading one.
Tax over time
A chart of the tax collected per day, week or month, depending on how long your range is. The solid line is the current range and the dashed line is the previous period. A single day has no hourly curve, because the POS reports tax per day.
By tax type
Bars with each tax type, its rate, the amount collected and its share of the total.
Detail by type
| Column | What it means |
|---|---|
| Tax Type | The tax category from your POS |
| Rate | The rate configured in your POS |
| Taxable | Sales subject to this tax |
| Tax | Tax collected |
| vs previous | Change in tax collected against the previous period |
| Transactions | Transactions that charged this tax |
| Exempt | Exempt sales reported with this tax |
| Refund Tax | Tax refunded on returns |
| % | Share of the total tax |
The Total row adds only what can be added (tax and refunded tax). It leaves taxable and exempt amounts blank for the reason explained above.
How to use it
- Reconciliation: compare the tax collected with your POS end-of-day report.
- Spot configuration problems: if a tax type's amount stops matching its rate times its taxable sales, an item may be set up with the wrong tax.
- Hand-off to your accountant: StorePulse shows what was collected. Filing returns is done in your accounting tool.
:::note PrimeRX stores PrimeRX reports tax only as a daily total. For those stores the menu item is marked and the page explains why there is no breakdown. The daily total still appears on the Overview. :::