We have a new reporting option for merchants who want to see more information about their sales taxes.
Helcim merchants are now able to pull a sales tax report that includes the sales tax data for a full calendar year. You can access the Sales Tax Report through your Helcim account by navigating to the reports section and selecting Sales Tax in the right-hand column. For a detailed description of how to pull reports using your Helcim Account check out our support article.
Smaller sales tax reports will be generated within your Helcim account and can be downloaded as a .CSV file to your desktop. If your business has a large amount of data to report on, you will receive a notification letting you know the report will be emailed to you once it has been generated. Once you receive the email, you will be able to download the report as a .CSV file.
Being able to gather records of all your sales tax data for the year can help make bookkeeping easier, allowing you to be confident that you're submitting the correct sales tax information to the government.
The Helcim Development Team is constantly working hard to give you more ways to make accepting credit card payments easy and simple, so we're very excited to share this new reporting option with our merchants. If you have any questions about setting up and pulling an Annual Sales Tax Report for your business, please contact our friendly Customer Service team by phone or by email for assistance.