One of the most important tools in Appliance.io for compliance and financial accuracy is the Sales Tax Report. It gives you everything you need to track, calculate, and remit sales tax correctly — from high-level summaries to detailed transaction breakdowns.
📍 Accessing the Report
Go to the sidebar and click Reports
Under Accounting, select Sales Tax
You’ll see two tabs:
Delivered Sales (Accrual)
Written Sales (Cash)
⚖️ Accrual vs. Cash
Delivered Sales (Accrual)
Records tax when items are delivered. If an order is delivered in parts, tax is logged by delivery date. This also includes tax from refunds and adjustments automatically.
Written Sales (Cash)
Records tax only when payments are received.
💡 Note: Orders using a Credit Line as their payment will only be included in the report once the order is fully paid.
🔍 Filters
Make reporting easier with filters:
Date Range
Exclude Dates Before
Location
State
City
County
If you need a clean slate, just hit Reset Filter.
📤 Exporting Reports
Need to share or analyze the data?
Click Export
Choose between PDF, Excel, or CSV
Select by store or in aggregate
⚠️ Note: The export reflects whatever filters are applied.
📑 Understanding the Report
1️⃣ Top Section — Summary
Sales and tax grouped by store location, showing:
Total Gross Sales (before tax)
Non-Taxable Sales
These include products and services that are not subject to sales tax, such as Delivery Charge, Haul Away, Trip Charge, and Fulfillment, when the associated tax setting is turned off (Advanced Settings > Accounting > Sales Tax > Sales Tax on Fulfillment Services).
Tax-Exempt Sales (Other, Resale, Out-of-State)
Taxable Sales (only taxable items)
Tax Rates
The report provides tax rates in two helpful views:
By Purchase → based on the tax rate & tax collected
By Delivered → based on the tax rate, tax collected, and a jurisdiction breakdown by state, county, and district
Tax Collected (total)
2️⃣ Bottom Section — Detailed View
A line-by-line breakdown of each order with all payable components, so you can drill into transaction-level details. This includes all taxable items, non-taxable components, and jurisdiction-based tax calculations.
🌎 Handling Multiple Jurisdictions
Operate in multiple tax areas? The report automatically breaks down sales tax by state, county, or city.
Additional features:
Refunds & Adjustments → Tax from refunds is logged in both accrual and cash views.
Accounting Integration → Syncs with your accounting system for easy reconciliation and filing.
🎉 You’re Ready!
With filters, exports, summaries, and detailed views, the Sales Tax Report keeps you compliant, organized, and always ready for tax season.