Overview
The Taxes & Fees Report gives you a detailed breakdown of every tax and fee applied to bookings within a selected date range. This report is useful for understanding your taxable sales, identifying tax-exempt transactions, and reconciling fee totals for accounting purposes.
Note: The Taxes & Fees Report is a living report. It reflects the current state of orders in real time. Canceled orders are not included. The report shows the tax and fee data for all non-canceled orders regardless of whether payment has been collected.
Accessing the Taxes & Fees Report
Navigate to manage.singenuity.com and select Reports in the top menu. In the left-hand sidebar, select Taxes & Fees under the Sales Reports category.
Filters & Options
Date Range: Select the date range you want the report to cover.
Appointment Date vs. Order Date: Choose whether the report is based on the date of the activity appointment or the date the order was created.
Display Mode: Choose between Summary or Details mode (explained below).
Export: The Taxes & Fees Report can be exported to a CSV file.
Display Modes
Summary Mode
Summary mode displays one row per tax or fee type, giving you a rolled-up total for each across the selected date range.
Columns:
Taxes & Fees — The name of the tax or fee as configured in your account.
Quantity — The number of times this tax or fee was applied.
Net Sales — Total sales minus discounts, before fees are applied. This is the base amount the fee is calculated against.
Nontaxable Sales — Sales where this specific fee did not apply.
Tax Exempt Sales — Sales where this fee would have applied, but the tax exempt toggle was turned on for the order.
Net Taxable Sales — The amount the fee is actually being applied to (after removing nontaxable and tax exempt sales).
Tax/Fee Rate — The percentage rate configured for this fee.
Total — The total amount collected for this fee across the date range.
Details Mode
Details mode breaks the report down to the order level, showing each individual order and the taxes or fees applied to it.
Columns:
Date — The date of the activity.
Order Number — The order number associated with this line item.
Item Name — The name of the item the tax or fee was applied to.
Taxes & Fees — The name of the tax or fee applied.
Quantity — The number of units for this line item.
Net Sales — The net sale amount for this line item before fees.
Nontaxable Sales — The portion of the sale where this fee did not apply.
Tax Exempt Sales — The portion of the sale where the tax exempt toggle was active.
Net Taxable Sales — The amount the fee was actually applied to.
Tax/Fee Rate — The percentage rate of the fee applied.
Total — The total fee amount for this line item.
Conclusion
The Taxes & Fees Report is an essential tool for financial reconciliation and tax reporting.