Reservations Sales Tax Report

For properties that are not integrated with an eCommerce platform, we offer a report for those that need to generate a sales tax report.

This data can be exported one month at a time, so it's best to export these monthly and keep them on your computer in case you need to reference the report later.

1. Log into CellarPass admin panel by going to https://www.cellarpass.com/manage
2. Select Experiences from the main menu.
3. From the submenu, select Export.
4. Select Export Transactions from the window.
5. In the first dropdown menu, select Credit Card Detail Transactions Report. This is NOT the default choice.
6. Select the month and year you wish to generate the report, such as May 2028. Note, you can only choose dates that are in the past except for the current month & year.
7. Click the Export button. Doing so will send the report as an attachment to the email address you used to log in.

Opening the Transaction Report

1. Once you have received the email, you will see that there's a .zip file attached. This is done to avoid email programs from blocking the report.
2. Download the file to a location on your computer you will remember.
3. Locate the folder where the file was saved.
4. Double-click the file to unzip and open the file.
5. Some computers may throw a warning, but going ahead and ignore those and proceed with "Opening Insecure File".
6. The file will now be displayed in your spreadsheet program.
7. You will notice that the Sales Tax value will be displayed in Column K.