FreshLearn provides an easy way to view and download tax-related data for all your product sales. This helps ensure transparency in your billing records and simplifies tax compliance for accounting purposes.
Here is a detailed step-by-step video.
How to Access Tax Reports
- Go to your FreshLearn Dashboard.
- Navigate to Reports.
- Click on Financial and Transaction Reports.
- Select Tax Report.
What You Can View in the Tax Report
In this section, you’ll be able to see detailed information about tax collected from each transaction:
- Member Details: Name and email address of the buyer.
- Product Name: This could be a course, product bundle, etc.
- Amount: The total transaction amount.
- Tax Collected: The specific tax charged for the transaction.
- Billing Country & State: Geographic details from the billing address.
- Zip Code: The postal code used at checkout.
- Payment Date: When the payment was successfully processed.
Search and Filter Options
- Use the search bar to find tax details for a specific member.
- Click on Filter to sort the data by:
- Product type (course, bundle, etc.)
- Date range or year
This allows for precise tracking and reporting based on your needs.
Conclusion
The Tax Report section gives you a clear and organized view of all taxes collected through your FreshLearn sales. It is a vital tool for maintaining accurate records and ensuring tax compliance.
If you have any questions, feel free to reach out to our support team at support@freshlearn.com.