Sales Tax Report

If you are in need of a sales tax report, you can follow these steps to get a detailed transaction report on a per month basis that will include many necessary data points, including the amount of sales tax charged on a Reservation.

Note you must have Admin-level access to your business account to run most reports.

1. Log into the CellarPass admin panel.
2. Select Experiences.
3. Select Export Reservations from the submenu.
4. Select Export Transactions from the pop up menu.
5. Using the dropdown menu, select Credit Card Sales Detail Report.
6. Using the dropdown menu, select the month for the report you wish to download.
7. Select Export when ready.
8. After a few moments, the system will download an Excel file with the following details:
   1.  ConfirmID
   2. EventDate
   3. Guest (First Name and Last Name)
   4. SKU (if entered)
   5. Product
   6. Product Type (if selected)
   7. Qty (number of guests)
   8. Unit Price
   9. Extended
   10. Txn Date (date the reservation was booked)
   11. Sales Tax (amount)
   12. Gratuity (amount)
   13. TransID (credit card authorization- if available)
   14. Tender Type (Visa, MasterCard, AMEX, Discover)