Overview
The Tax Rate Summary Report provides an overview of amounts grouped by tax rate for a specific day.
This report is typically used to review how payments have been classified across different tax rates, for example for internal checks or when sharing supporting information with an accountant.
The report focuses exclusively on tax-related totals, rather than operational or accounting workflows.
Before you start
Keep in mind the following before using this report:
The Tax Rate Summary Report is not available as a self-service export.
It is only generated by Amenitiz Support upon request.
The content is limited to tax rate classification for a single day.
Step-by-step instructions
1. Request the report from Amenitiz Support
Contact Amenitiz Support and request a Tax Rate Summary Report.
When submitting your request, include:
Your property name
The date you need the report for
2. Identify the tax rates used
Open the report and review the tax rates listed.
These represent the different tax percentages applied to payments on the selected day.
3. Review totals per tax rate
For each tax rate, the report shows:
The total amount associated with that rate
A combined total for the day, based on tax classification
This allows you to understand how amounts are distributed across tax rates.
4. Use the data as supporting fiscal information
Use the report as a reference for tax classification.
It is intended to support fiscal review or reconciliation discussions, rather than daily operational tracking.
FAQs
What type of information does the report include?
What type of information does the report include?
The report includes:
Tax rates applied
Totals grouped by tax rate
A combined total for the selected day
Does the report include payment methods such as cash or card?
Does the report include payment methods such as cash or card?
No. The report does not include a breakdown by payment type.
Does the report show sales by employee or shift?
Does the report show sales by employee or shift?
No. Employee or shift-level data is not included.
Can I generate this report myself from the platform?
Can I generate this report myself from the platform?
No. The Tax Rate Summary Report is only available by contacting Amenitiz Support.