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bookkeeper

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Posts posted by bookkeeper

  1. I use the report at `[Home] Selling > Orders --> All Statuses --> Export` to capture and record SquareSpace sales for bookkeeping.

    I am experiencing two problems around Sales Tax with this report.

    1) Distinguishing Wholesale vs. Retail sales

    It's difficult to distinguish between Wholesale and Retail sales. The Order report does not show notes, or tags (I think tags would be great). The feature `Lineitem taxable` has value TRUE, but as you can see in the example below no tax was collected on Order #75. After some further investigation, I see the feature `Lineitem sku` is different for same items which are taxed or not taxed. 

    All untaxed sales have SKU similar to : `CUSTOM-ef4c5722-XXXX-XXXX-XXXX-XXXXXXXXXXXX`. But not all `CUSTOM-*` are non-tax items.  

    Taxed sales, (like order #74) have a different SKU pattern: `SQ360XXXX`

        --> Can the SKU be customized to differentiate Wholesale purchases? (ie. `CUSTOM-W-*`)

    2) Non-tax item with no shipping tax?

    For example order #75 here is not collecting sales tax on wholesale order.

        --> Why is tax not charged on Shipping for all orders? Is there a tax-exempt feature I missed?

    Order ID 			00075		00074
    Subtotal	            	894.60	        50.00
    Shipping	            	8.00	        12.00  
    Taxes	                	-		5.51
    Total	            		902.60	        67.51
    Shipping Method             	USPS Priority   USPS Priority
    Lineitem requires shipping	TRUE		TRUE
    Lineitem taxable		TRUE		TRUE

     

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