When a tax service goes down, every sale that doesn’t collect tax is recorded in the Fallback Tax Reconciliation report.
Learn more: To learn how to set up the platform’s Fallback Tax Service see: Setting up Fallback Tax Service.
What We’ll Cover
To access the Sales section, you must have the ViewSales() permission enabled for your Role.
Read more: Assigning Employee Permission Roles
Finding the Report
In Corporate Office, navigate to: Reports > Sales Reports.
Under Payments and Tax Reports, click the Fallback Tax Reconciliation report.
Exporting The Report
You can export the Fallback Tax Reconciliation report and open it any spreadsheet program (Google Sheets, Microsoft Excel, etc.).
Click the Export button.
The report downloads as a CSV file.
Edit the CSV file to inspect the data.
Upload the file manually in your tax provider of choice’s portal to record missing transactions.