FreshLearn provides an easy way to view and download tax-related data for all your product sales. This helps ensure transparency in your billing records and simplifies tax compliance for accounting purposes.

Here is a detailed step-by-step video.

 
 

How to Access Tax Reports

  • Go to your FreshLearn Dashboard.
  • Navigate to Reports.
  • Click on Financial and Transaction Reports.
  • Select Tax Report.
 

What You Can View in the Tax Report

In this section, you’ll be able to see detailed information about tax collected from each transaction:

  • Member Details: Name and email address of the buyer.
  • Product Name: This could be a course, product bundle, etc.
  • Amount: The total transaction amount.
  • Tax Collected: The specific tax charged for the transaction.
  • Billing Country & State: Geographic details from the billing address.
  • Zip Code: The postal code used at checkout.
  • Payment Date: When the payment was successfully processed.
 

Search and Filter Options

  • Use the search bar to find tax details for a specific member.
  • Click on Filter to sort the data by:
  • Product type (course, bundle, etc.)
  • Date range or year

This allows for precise tracking and reporting based on your needs.

Conclusion

The Tax Report section gives you a clear and organized view of all taxes collected through your FreshLearn sales. It is a vital tool for maintaining accurate records and ensuring tax compliance.

If you have any questions, feel free to reach out to our support team at [email protected].