Understanding the Bills Delivered Tax Report

Modified on Fri, 23 Sep 2022 at 06:35 PM

The "Tax Report: Bills Delivered" calculates tax liability based on Invoice creation date. If you account for your tax on a bills delivered basis, you are liable to pay sales tax at the point of invoice. 

Tip: "Bills Delivered" are the same as an Invoice. If you pay taxes in different areas, you can filter this report by Client Area.

Note: This report totals the invoices you created on the dates selected.  It DOES NOT mean the invoices are paid, only that you created an invoice for services rendered.

How Do I View, Filter & Export the Tax Report for Bills Delivered?

Navigation: Reports > Revenue and Tax > Bills Delivered

  • Select "Bills Delivered" from the first Dropdown.
  • Select a custom date range or use a quick report button, i.e. "This Week."
    • To view the previous timeframe click the "<" button.
    • To view the next timeframe click the ">" button.
  • (Optional) Add a filter, click the "All Client Areas" drop-down and select an Area.
  • Click "Reload" to see Bills Delivered within the date range specified.
  • (Optional) Select "Download CSV" to Export the data displayed.

Run the revenue & tax bills delivered report with your pet sitting software

The Revenue & Tax Report: Bills Delivered Report Explained: 
  • Date: Date the invoice was created.
  • Client: Last Name, First Name, Click the name to access the Client Account.  Click "Back" to return to this report.
  • Ref: Schedule Ref as entered in the Client Account, usually the pet name(s).
  • Details: Invoice number (created automatically).
  • Gross: Gross invoice amount.
  • Net: If you have a tax amount set, this figure will show the gross amount, less ax.
  • Tax: Tax amount calculated at the percentage you set in Tax Settings.
  • Inv Rate (%): Tax rate you have set in Tax Settings.

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