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How to create a smart set for tax per sale line items for a specific date range.
How to create a smart set for tax per sale line items for a specific date range.

Describes how to display tax on sale line items with a date range

Chris Minassian avatar
Written by Chris Minassian
Updated over 3 years ago

In addition to the various sales metrics available on the sales home page, you may find the need to create a custom smart set for a specific date range to display sale & return line items and their tax info.  

  • From the BusinessMind home page click on the sales link.

  • From the sales home page utilize the sale & return line items area to create a new smart set.

  • Name your smart set and select any columns that you require.  We recommend the Tax Amount column and the TaxRate columns which will display the NAME of your tax so that you can easily find information on different taxes you might have charged.. 

  • Set your search criteria to a date range as per your needs.

  • Save and run your smart set.

The above example will break down your tax info based on each sale & return item.  You may want to simply view the tax info per invoice

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