Back to

How to generate a taxes report - synthetic

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


  • 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 - synthetic report for?

With the taxes report - synthetic, you can analyze all transactions made with products that have taxes set in the period you select. Many times you need to pay for the fees added to the products, with that report you will see all the values detailed to check a specific value focused only on the added fees.

Shall we generate a tax report - synthetic?

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

2. Select the TAXES - SYNTHETIC 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 possible to click on the PLUS ICON (+) next to each record date to expand each one.

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:

% of tax: Tax percentage, which can be a rate added to the value of the product or included in it.

Payment method: Payment method used by the client.

Net total: Total of the sale without taxes.

Tax already included: total amount of tax already included on the sales prices.

‍Final total: Final total of the sale with taxes.

See also:

See more Tutorials of