Create a Sales Tax Report

The Export Orders feature in DecoNetwork allows you to export a summary of order data from your store's sales. Use this feature to generate a sales tax report to help you manage your tax obligations. Choose the relevant data fields to get the information needed for filing your sales tax, including order amounts, tax, billing, and shipping locations. You can choose the date range to view the order summary for a particular tax period or for an arbitrary period.

Watch the video below to learn how to generate a sales tax report, and refer to the written instructions for additional details.

Prerequisites

• You must have administrator access to use this feature

To export an order summary to obtain a sales tax report:

1. Log into DecoNetwork and browse to Admin > Reports > Export Orders.
   
2. Click the button to configure how the export will function.

   The Export Order Settings will be displayed.

   

   Click the image to enlarge.

3. Select an Export date option.
   

   These options let you set the triggering event after which the order will be exported.

   For example, if the product was ordered on the 10th, and invoiced on the 12th, an export of invoiced products from the 11th onwards will pick up this order. If the Export date was set to Ordered (the 10th, which is before the export date), this would not be included in the export.

4. Click the Select Order Summary Columns button.
   

   This will open the Select Order Summary Columns popup.

   The popup lets you select which columns (pieces of transaction data captured at order time) are exported when doing a summary export.

   
5. Tick the Tax Total checkbox and the checkboxes of any other data you want to be exported.

   The following information can be included in the order summary export:

   • Order Number
   • Order Type
   • Status
   • Production Status
   • Priority Order
   • PO Number
   • Supplier PO Number
   • Order Job Name
   • Sales Team Member
   • Date Ordered
   • Date Invoiced
   • Date Shipped
   • Date Due
   • Date Produced
   • Date Scheduled
   • Order Total
   • Shipping Total
   • Tax Total
   • Tax Exempt
   • Rush Order Cost
   • Coupon Discount
   • Coupon
   • Gift Certificate
   • Gift Certificate Value
   • Credits
   • Final Discount
   • Amount Billed
   • Payment Due Date
   • Payment Date
   • Payment Terms
   • Payment Method
   • Affiliate Commission
   • Referral Commission
   • Affiliate Transaction Fee
   • My Store
   • Wholesale Price
   • Base Cost
   • Site Id
   • Site Name
   • Site Address
   • Store Group
   • Billing Id
   • Billing Salutation
   • Billing First Name
   • Billing Last Name
   • Billing Company
   • Billing Email Address
   • Billing Address
   • Billing City
   • Billing State
   • Billing Country
   • Billing Post Code
   • Billing Phone Number
   • Shipping Salutation
   • Shipping First Name
   • Shipping Last Name
   • Shipping Company
   • Shipping Address
   • Shipping City
   • Shipping State
   • Shipping Country
   • Shipping Post Code
   • Shipping Phone Number
   • Shipping Method
   • Weight Total
   • Tax Names (column per tax)
   • Custom Customer Fields (column per field)
6. Click Save in the Select Order Summary Columns popup.
7. Optionally, configure the MYOB Order Export Options.
   

   These options let you make configuration options if making a MYOB export. You can set the customer name to export orders against (as MYOB exports must be made against a single customer), the account number for that customer, tax code, tax-free code, and tax-free export code.

8. Click Save.
9. Select an export format.
   

   Choose between CSV, Quicken, Shopworks, or MYOB:

   • CSV (comma-separated values) files store tabular data such as spreadsheets, lists, or databases. The format is widely used as a fallback format by most applications as it is always in plain text, using basic characters with simple formatting. If your finance package is not listed as one of the other alternative export formats, choose CSV.
   • Quicken is a personal finance management tool developed by Intuit, Inc. that is linked with DecoNetwork software. You can export your orders from DecoNetwork right into your Quicken account.
   • Shopworks is a business management software that is also linked with DecoNetwork and can be used to export your orders.
   • MYOB, which stands for Mind Your Own Business, is a corporation that provides tax, accounting, and other services to businesses. You can export orders from DecoNetwork into your MYOB account as well.

   None of these methods create an automatic synchronization of DecoNetwork and the accounting software. If you wish to integrate your accounting software, go to Admin > Reports > Accounting Software Integration

10. Select Create Export
    

    You will then be asked to select an export method.

    
11. Choose the export method:
    • Choose 'Export new orders' to create an export history of all the new orders made since your last export.
    • Choose 'Export orders between a date range' to create an ad hoc export of all the orders made between specific dates.
12. Click Save to save the changes.

    The server will then process your request and download the file to your system. The report will also be available to download or view via the Order Summary button.