I need a report that shows the detail of "split tender" transactions for a given month

[saraheandbradm]

As of Jan 1, 2022, The DOR in Massachusetts is requiring restaurant owners to break out cash sales versus credit sales when reporting gross sales on meals/alcohol.  I know how to retrieve card, cash and gift card totals by tax category for a given month from square but now I, and any restaurant owner in the state of MA using square, also need to be able to run a report on split tender transactions for each month that will show how much of the split tender total (of meals/alcohol taxable items) is from cash sales and how much of it is from credit sales, so that those figures can be reported to the DOR in the correct categories.  How do I accomplish this? and if it's not currently possible: (1) it needs to be added asap; and (2) how do I determine this manually from transaction history, in the meantime? (3) when i run a transaction history report for the month of January, it does not show me various tax categories - I need to be able to see split tender meals taxable sales and split tender alcohol taxable sales only, and exclude split tender retail taxable sales)

[homeprogreen]

If you log into your dashboard then hit the reports button it’s going to give you a few different options to filter the sales report. You can select the timeframe, payment method, items, categories. Once you’re in the reports you can scroll down on the left side until you find custom reports. That will let you create a new report around your unique needs

[saraheandbradm]

I looked at custom reports before posting this question. I don't see a way to filter transactions by tax category (I need to filter out retail taxable sales and only see data for meals and alcohol taxable sales); and I don't see a "split tender" filter.

[_Violet]

Hi @saraheandbradm- Thanks for reaching out to us here on the Square Seller Community.

I believe this option will be closest to what you're looking for:

From your reports page, go to Taxes then select the timeframe you are wanting to look at. Under the Filter By tab at the top, select Payment Method. Then you should see a drop-down in the top banner that says Payment Method. Click on this and select Split Tender.

Then you'll see a report like the one below:

I hope this information is helpful but please do let me know if you are needing anything else. I'll keep an eye out for your reply 👀