If you need a detailed sales tax report for Reservations, we recommend following these steps to generate a monthly report.
- Log into the CellarPass admin panel.
- Select Experiences.
- Select Export from the submenu.
- Select Export Transactions from the window.
- Change the dropdown and select Credit Card Sales Detail Report.
- Then select the month you wish to export.
- Select Export.
- The system will then generate an email and send it to the email address you used to login. This will be a .zip file that will need to be downloaded, extracted, then opened..
NOTE: If you need a quarterly sales tax report, simply run the export 3 times for the 3 months you report quarterly and either combine the data to get a quarterly report or leave the files as is.
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