View tax, fee and service charge reports
- Sellers with the reports permission to view detailed sales reporting. Set permissions in Square Dashboard.
About tax, fee, and service charge reports
Tax reports provide an overview of how your tax rates are being used, including taxable and non-taxable sales. Fees reports offer a comprehensive view of all transactional fees, taxes on fees, and the cost of taking payments. In service charge reports, you can view a report of transactions with service charges applied.
Before you begin
To track taxable or service-charged sales in your reports, create items with applied tax rates or service charges. For details, refer to Create and manage your sales tax settings or Apply service charges.
Taxable sales may not add up to the total tax collected because some sales and items may have multiple tax rates applied.
In the Sales Report on Square POS apps, you can only view the total amount of taxes or fees for a given time period. For detailed information, go to Taxes and Fees in your Square Dashboard.
Service charge reports are only available in your Square Dashboard.
You can print and export your tax and service charge reports. Fee reports can be printed but not exported. To learn how to print and export the reports, go to the Support Center article Print, export or email your reports.
Each report has relevant filters:
All day: Select All day or Custom. If you configured your reporting hours, you can also select them.
All locations: Select All Locations or manually choose locations to review.
Summary: To compare sales within the set date range by day, week, or month, click Summary > Daily, Weekly, or Monthly. Scroll down to view a sales summary comparison.
Displayed By and Filtered By: Choose your display option. If you set up the name of your Device and Device Nickname, you can select them to view the reports.
You can view your API transactions in your sales summary by selecting Filter By > Source. Then select eCommerce Integrations from All Sources filter dropdown.
To learn more about analytics terms and definitions, check out the Support Center article View sales summary, sales trends and payment methods reports.
View tax reports
Sign in to your Square Dashboard and click Reports > Taxes.
Use the date selector tool to refine a date range and select the relevant filters to view your report.
View fee reports
Sign in to your Square Dashboard and click Reports > Fees.
Use the date selector tool to refine a date range and select the relevant filters to view your report.
View service charge reports
Sign in to your Square Dashboard and click Reports > Service charges.
Use the date selector tool to refine a date range and select the relevant filters to view your report.