View and Export Your Sales Tax Report

How to View and Export Your Sales Tax Report in PhotoBiz ECommerce

Overview

The Sales Tax Report in PhotoBiz ECommerce helps you review sales tax collected at checkout based on the tax settings configured in your account. You can select a year and view monthly amounts, annual totals, and state or county tax information. You can also export the report as a CSV file or print a copy for your records. This guide explains how to generate your report and understand the results.

Before You Begin

Your Sales Tax Report reflects the sales tax configured in your ECommerce settings and collected at checkout. County tax information appears only if county taxes are configured. Otherwise, the report shows state tax information.

If you need to configure sales tax, follow How to Set Up Sales Tax in PhotoBiz.

STEP ONE

Log into your PhotoBiz account and click on ECOMMERCE in the left-side menu.

STEP TWO

Hover over TRACKING at the top of your ECommerce dashboard, then click on REPORTS in the dropdown menu.

STEP THREE

Select Tax Report and a Year

Select TAX REPORT from the REPORT TYPE dropdown.

Under DATE OPTIONS, select the year you want to review. The available years reflect the years your PhotoBiz account has been active. Tax Report uses individual years rather than preset or custom date ranges.

STEP FOUR

Run and Review Your Report

Click on RUN REPORT to generate your Sales Tax Report. Confirm that the year displayed above the results matches the year you want to review.

The report shows monthly tax amounts from January through December, along with annual totals. If you select a different year, click on RUN REPORT again to update the results.

FINAL STEP

Export or Print Your Report

Click on EXPORT above the results to download your report as a CSV file. The export contains the same information shown onscreen. You can open it in Excel or Google Sheets to review the data or share it with your accountant.

To print a copy, click on PRINT above the results.

Your report is ready to review, save, or use for bookkeeping.

Understanding Your Tax Report

Your report includes:

State/Province: The state or province associated with the tax entry.
County tax information: County tax entries, when configured in your ECommerce settings.
Monthly amounts: Tax amounts listed separately for January through December.
Annual totals: The rightmost Total column shows the annual amount for each tax entry.
Combined totals: The bottom Total row combines all entries for each month and the year.

The report reflects your account’s tax configuration, so your entries may differ from those shown in the example.

If Your Report Shows No Tax Amounts

Check that you selected the correct year and clicked on RUN REPORT. Confirm that taxable sales occurred and sales tax was collected at checkout during that year.

If you need help reviewing your tax setup or report results, contact PhotoBiz Support.

NEED HELP?

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Have questions or need a hand? Our team is happy to walk you through the steps and help you get the most out of your PhotoBiz account.

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