Who is this for?
StoreHub merchants who need to review and reconcile the tax collected on their sales transactions for accounting and compliance purposes.
Overview
This guide shows you how to access and understand your 'Tax Report' in the StoreHub BackOffice. You'll learn how to interpret the data, use filters to narrow down information, and export the report for your records. This report is essential for accurately tracking the tax collected from your sales.
Before You Begin
Access to your StoreHub BackOffice.
A stable internet connection.
Tax codes must be set up in your BackOffice (Go to 'Settings', then 'Tax Codes').
Step-by-Step Guide
Locate Your Tax Report
1. Log in to your StoreHub BackOffice.
2. On the left-hand side menu, click on 'Reports'.
3. From the list of reports, click on 'Tax Report'.
Note:
For Philippines (PH) merchants: The Tax Report link will appear between the 'Promotions Report' and 'BIR (PH)' links.
Understand the Tax Report Table
The main section of the 'Tax Report' page displays a table that summarizes the tax collected based on your selected filters. Here's a breakdown of the columns you'll see:
1. Tax Code Name
This column shows the name of the tax code applied to products or services in your sales transactions during the selected period. These names match the 'Tax Code' names you've set up in your BackOffice.
Notes:
If the 'Default Tax' is set to 'None' for an item, it will display as '(None)'.
If tax applied to a Service Charge uses the same tax code as tax on products, their values are combined and displayed under the single tax code name.
2. Tax Rate
This column shows the percentage rate (%) associated with each 'Tax Code Name'. This rate is also set up under 'Tax Codes' in your BackOffice.
Note:
If the 'Default Tax' is 'None', the Tax Rate will display as 0%.
3. Taxable Amount
This column shows the total value of products or services that were subject to tax before the tax itself was applied. This value is for sales made during the selected period and is shown in your local currency.
4. Total Tax
This column shows the total amount of tax collected for each corresponding 'Tax Code Name' during the selected period. This value is also shown in your local currency.
5. Total Amount
This column shows the grand total for each 'Tax Code Name', which is the sum of the 'Taxable Amount' and the 'Total Tax' for the selected period. This value is shown in your local currency.
Filter Your Tax Report Data
You can refine the data displayed in your 'Tax Report' using several filtering options. For a general guide on how to use filters and date pickers, refer to the article 'How to Understand and Customize Your StoreHub Reports'.
1. Filter by Date
Use the date picker at the top right of the report to select the specific timeframe you want to analyze (e.g., 'Today', 'Last 7 Days', 'Custom dates').
Notes:
Report data is generated starting from January 1, 2024. You cannot select dates before this.
Data is retained for a maximum of 2 years.
2. Use the 'Group By' Button
Click the 'Group By' button to reveal more options.
Default View
When you first open the report, it usually defaults to showing 'Monthly', grouped by 'Tax Code Name' and aggregated 'Monthly'.
Available Filter Options
After clicking 'Filters', you can refine your report by:
'Store Name': Select specific store outlets or view data for 'All Stores'.
'Tax Code Name': Filter by specific tax codes you have set up, or view 'All Tax Codes'.
3. Saved Filter
If you frequently use the same filter combinations, you can save them for quick access.
a. After applying your desired filters, look for a 'Save Filter' button or option near the filter panel.
b. Click 'Save As' and give your filter combination a memorable name.
c. The next time you access the report, you can quickly select your saved filter from a dropdown menu.
Export Your Tax Report
You can download the 'Tax Report' data for offline use, accounting, or submission.
1. On the 'Tax Report' page, click the 'Download' button.
2. The exported file (CSV format) will include the following columns:
'Store Name' (This column only appears if you selected 'Group by Store Name' in the filters)
'Date / Time' (Reflects the grouping period, e.g., 'Mar, 2025' if grouped monthly)
'Tax Code Name'
'Tax Rate'
'Taxable Amount'
'Total Tax'
'Total Amount'
Manage Employee Access to the Tax Report
Controlling who can view sensitive financial reports like the 'Tax Report' is important for security. You can manage employee access permissions through your BackOffice 'Employees' settings.
1. In your BackOffice, click on 'Employees' in the side menu.
2. Click on Employee's name to edit or click on '+ Add Employee'.
3. On the 'Edit Employee' page, scroll down to 'Access Control' and check the 'BackOffice' box.
4. Click on 'Limit Back-Office Access' to limit the employee's access to BackOffice features.
5. Uncheck the 'Report' checkbox to limit your Employee's access to all reports.
6. Click 'Save' to apply the changes to the role.
Notes:
Employees assigned to this role will now have (or not have) access to the 'Tax Report' in the BackOffice.
Always review permissions carefully to ensure only authorized personnel can view sensitive financial data.
Troubleshooting
Issue | Solution |
Tax Report data doesn't match my accounting software. |
|
Cannot see data before January 1, 2024. |
|
FAQs
1. Are refunds included in the Tax Report?
Yes, refunds are generally accounted for in the 'Tax Report', reducing the 'Taxable Amount' and 'Total Tax' accordingly for the period they occurred.
2. Why are pre-orders excluded from the Tax Report?
Pre-orders are typically recorded as deposits until the full payment is made and the order is fulfilled. The tax is usually recognized at the point of final sale and fulfillment, not at the deposit stage.
3. What if my tax codes are set up incorrectly?
Incorrect tax code setup can lead to inaccurate tax reporting. If you suspect an issue, review your 'Tax Codes' under 'Settings' in your BackOffice and make any necessary corrections. For assistance, contact StoreHub Support.
Need Help?
Contact StoreHub Support via live chat in your StoreHub app or email [email protected].
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