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How to generate a taxes report - analytic

See how to obtain the tax report through the Statistics menu.

Important

  • This feature is available to Nex subscribers. Learn more about our plans.
  • Nex generates a report for a specific period, chosen by the user. The system uses the opening and closing date of the till to include the transactions made in the report. Therefore, it is recommended to open and close the cash register daily (more information).

What is the tax report - analytic report for?

This report separates sales with tax by date, from the oldest date to the most current, by means of payment used. Unlike the taxes report - synthetic, this does not separate by product sales price, but rather shows the total value of the sale, without tax and with tax, by payment method used.

With the taxes - analytic report, you can analyze all transactions made with your products in the period you select. Many times you need to pay for for the fees added to the products, so with this report you will have all the values detailed to have a specific value focused only on the fees added in a summarized way.

Shall we generate a tax report - analytic?

1. Access the STATISTICS menu, located in the left sidebar menu of the Nex.

2. Select the TAXES - ANALYTIC option from the list of reports.

3. Click on the DATE to choose the PERIOD for the search.

4. Click to select the TYPE of the query, either by TRANSACTION DATE or by REGISTER DATE.

5. It is possible to click on the ARROW icon to EXPAND ALL RECORDS.

It is also possible to click on the PLUS (+) icon to expand the details of each date records.

6. If you wish, you can click on the THREE DOTS to PRINT or EXPORT the report in Excel (.xls) format.

Done! You have learned how to generate the synthetic rate report.

This report separates sales with tax by date, from the oldest date to the most current by means of payment used; It does not specify a description of the product, but it separates the records by sales price of each product involved in the transaction. Among the information in columns, there are:

Among the information contained in this report, we have:

Transaction: Transaction number assigned to the sale

Net total: Sales price of the product without tax.

Tax already included: Total tax that is assigned to the sales price of the product.

Final total: Final sales price of the product.

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