Sales Tax Report

The Sales Tax analytics report can be found under Analytics > Taxes/Financial > Sales Tax.

On the landing page, if you have any prior sales tax reports, they will show here. You can filter through them by selecting a date range and clicking .




You can view the report by clicking the report name on the left. These reports are saved at the time of being run and do not update. This means that if changes are made to your Tax settings, then these reports will remain the same. In order to view a report with the updated tax information, you will have to run the reports again.


To run a new report, click the New Report button in the top right corner. 

Select the appropriate date range for the report, and click  to run it. The report is separated into two sections, the Tax Summary and the Tax Detail.


Tax Summary



The Tax Summary is separated by Tax Jurisdictions. Each jurisdiction is sectioned into Vending, OCS, and Markets.


  • Sales is the total amount of sales made in the jurisdiction for the date range selected. This amount is pre-tax.
  • Exempt is the amount resulting from products that are listed as Tax Exempt or in untaxed tax classes.
  • Taxable is the difference between the Sales amount and the Exempt amount.
  • Deposits Due are any Cash Return Values (CRVs) applicable to your state. If applicable, a total number of items in this category is given.
  • Surcharges Due is the amount resulting from any special taxes, such as a sugar tax.
  • Tax Due is the final amount of tax owed to the appropriate tax authority. 

This report is sometimes compared to values in other analytics reports, but it's important to note that the figures of the Sales Tax report are pre-tax and do not reflect two tier fees charged, which can affect the values being displayed. This report also uses the Stocked information for offline machines, while other reports use Collections information.



Tax Detail



The Tax Detail is broken down into its respective Tax Classes within each jurisdiction, and then the Vending, OCS, and Markets sections within each class. 


  • Sales is the total amount of sales made in the jurisdiction for the date range selected. This amount is pre-tax.
  • Exempt is the amount resulting from products that are listed as Tax Exempt or in untaxed tax classes.
  • Taxable is the difference between the Sales amount and the Exempt amount.
  • Tax % is the tax percentage charged for the sales amount.
  • Deposits Due are any Cash Return Values (CRVs) applicable to your state. If applicable, then a total number of items in this category is given.
  • Surcharges Due is the amount resulting from any special taxes, such as a sugar tax.
  • Tax Due is the final amount of tax owed to the appropriate tax authority. 

You can save the report by clicking the icon at the top of the page.