Can I separate non-tax sales from my taxable sales for reports?

[StitchInTime]

I am in California and I have a few retail stores that I make merchandise for. I do not charge them tax, as they collect it from their customers (as per California sales tax laws). Is there a way for me to mark their invoices for my end of year reports, so they show up separately than my taxable invoices?

[JK_Fiber_Art]

Hi StitchinTime,

I'm no report expert however, you can export all of Transactions to a CSV file and use Excel to use the data any way you want.  From your Square Account Dashboard, select Transactions, pick a date and Export.  Just something to tinker with.  I like using this feature because it will give you quite a bit of info.  Perhaps another Community member has some thoughts on the various reports and maybe a way to mark or code your invoices to do what you have in mind.

[StitchInTime]

Thank you, but that unfortunately doesn't show me if a transaction was tax exempt unless I missed something. All it does is show me total dollar amounts (sales, tax, fees ect). I tried already, but I appreciate the thought! 🙂