How to Print Sales Tax Report

How to Print Sales Tax Report

How to Print a Sales Tax Report in MaxxTraxx

  1. Navigate to the Report:

    • Go to Reports from the main menu.

    • Select Financial, then click on Tax Summary.

  2. Set Parameters:

    • Choose your desired date range.

    • Click Run to generate the report.

  3. Print the Report:

    • Once the report appears, click the Print button located in the upper left corner of the window.

  4. Understanding the Report Layout:

    • The report is broken down by Tax Code type.

    • You’ll see separate pages for each tax category, such as:

      • Default Tax

      • Resale

      • Government

      • Or any other custom tax types you've used

    • The final page includes a full summary with Grand Totals across all tax types.

If a part or labor item is marked as taxable in its master record, it will still appear on the taxable portion of the Tax Summary report — even if it's sold on a Resale, Government, or other non-taxed invoice.

  • These items will be listed with a tax rate of 0%, reflecting the exemption.

  • They will still be included under “Taxable Sales” on the Grand Totals page, since the items themselves are normally taxable — just not taxed on that specific sale.

This is expected behavior and ensures accurate reporting for both taxable items and exemption tracking.

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