Staylist

In this document, you will find the process of finding the Tax Detail report.

Scroll down the list of reports to find the one labeled Tax Detail.

Here you are able to search by date range and tax type.

Use the dropdown to select the taxes that you would like to be present in your report. To do this select the arrow on the Taxes box then select the tax that you would like to be included.

You are also able to select if you want the report to be itemized or not. This is done by selecting the Itemized dropdown bar where you can then select Yes or No.

Located on the right side of the Tax Detail page, you are able to select which items you would like to be in the report. To do this select Columns and select the options you would like to be included. The options you select to be in the report will turn purple when added or will remain gray if excluded.

Located on the right side of the page you are also able to export and print this report.

1. Hover over Reports, then select Reports.
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2. Scroll down the list of reports to find the one labeled Tax Detail.
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3. Here you are able to search by date range and tax type.
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4. Use the dropdown to select the taxes that you would like to be present in your report. To do this select the arrow on the Taxes box then select the tax that you would like to be included.
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5. You are also able to select if you want the report to be itemized or not. This is done by selecting the Itemized dropdown bar where you can then select Yes or No.
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6. Located on the right side of the Tax Detail page, you are able to select which items you would like to be in the report. To do this select Columns and select the options you would like to be included. The options you select to be in the report will turn purple when added or will remain gray if excluded.
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7. Located on the right side of the page you are also able to export and print this report.
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