Overview
To view data for taxes, you can find details in the Otter Dashboard in the following reports:
- Sales Summary: To view first party tax information
- Payouts: To view third party tax information
Check out the different ways to view the reports and tax information below.
Sales Summary
Use the Sales Summary to view tax data for first party order data, including Otter POS, Kiosk, and Direct Online Orders.
Locating Tax Information
You can locate tax data in the Tax Collected and Tax Remitted columns.Payouts
Use the Payouts report to view tax data for third party order data, including 3rd party POS integrated orders and delivery app orders.
You can locate tax data in the Tax Collected, Tax Withheld, and Tax Remaining in the Account summary for a Transaction.
Viewing Taxes in the Sales Summary
You should use the Sales Summary report in the Financials page to view taxes for first party sales. First party sales includes data from Otter POS, Kiosk, and Direct Online Orders.
Follow the steps below to view tax reporting for first party sales.
Steps to View Taxes in the Sales Summary
| Step | Process | Image |
|---|---|---|
| 1 | Go to the [Otter Dashboard] Click the [Apps] dropdown Select the [Analytics] app | |
| 2 | Click into the [Sales Summary] tab from the left options | |
| 3 | Click into the [Order Details] view Scroll to the right of the list view to see the following data points:
| |
| 4 | To export the data into a .CSV file, click the [Export] button at the top right of the report | |
| 5 | To import the data into an Excel or Google Sheet:
Click [Import Data] | |
| 6 | To calculate the “Tax Total”, use the following fields to find the sum:
The sum can be located at the bottom right of the sheet. |
Viewing Taxes in the Payouts Report
Users should use the Payouts report in the Financials page to view taxes for third party sales, which includes 3rd party POS orders and delivery app orders.
Follow the steps below to view tax reporting for third party sales.
Expand for further information
| Step | Process | Image |
|---|---|---|
| 1 | Go to the [Otter Dashboard] Click the [Apps] dropdown Select the [Analytics] app | |
| 2 | Click into the [Payouts] tab from the left options | |
| 3 | Click into a Payout to open up the transaction details view. Navigate to the [Accounting Summary] section to view the following data points:
| |
| 4 | To export the data into a .CSV file, click the [Export] button at the top right of the report | |
| 5 | To import the data into an Excel or Google Sheet:
Click [Import Data] | |
| 6 | To calculate the “Tax Total”, use the following fields to find the sum:
The sum can be located at the bottom right of the sheet. |
Tax Reporting Key Terms & Definitions
| Key Term | Definition |
| Total Tax | Quantity of transactions included in the payout. |
| Tax Withheld | Value of taxes withheld for the store location. |
| Tax to Operator | Value of taxes paid by the operator. |
| Tax % | Percentage of taxes paid by the operator. |
| Tax Remitted | Collected tax money to the appropriate government tax authority. |
FAQ's & Troubleshooting
- When you enter the Taxes report in the Financials page, you will prompted to click a button to “Go to Sales Summary” to view their 1st Party Taxes OR to go to Payouts to view their 3rd Party Taxes.
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