Monthly sales report for tax accountants with Yayoi and freee CSVs
In Tax accountant report, you can now total monthly sales by tax rate and download sales journal entry CSVs that import into Yayoi Accounting and freee Accounting. You can assign your tax accountant the Tax accountant role, which can see only this report.
What's new
- Choose a month and store to see sales, sales and consumption tax by tax rate (10%, 8% reduced rate, non-taxable), sales by payment method, and a daily breakdown. The daily breakdown can be printed or saved as a PDF.
- Download sales journal entry CSVs for Yayoi Accounting (journal data format, Shift_JIS) and freee Accounting (transfer slip import format, UTF-8). Each store and business day gets one voucher, with cash and accounts receivable (sub-account = payment method) as debits and sales by tax rate as credits.
- List view shows the month's sales in list form.
- The figures come from the daily reports (sales, customer count and payments) each store enters every day, and match the app's Sales & operations report and the sales report. Takeout sales are treated as the 8% reduced rate and all other sales as 10%, with consumption tax calculated per day and per tax rate.
- Members assigned the Tax accountant role see only Tax accountant report when they sign in.
Who it's for
- Industries: restaurants
- Screens: Business Analytics > Tax accountant report
- Available to company admins and members assigned the Tax accountant role.
How to use it
- Open Business Analytics > Tax accountant report and choose a month and store.
- Click Download for Yayoi Accounting or freee Accounting to get the CSV.
- To share it with your tax accountant, add them as a member in Organization & Permissions > Member management and assign the Tax accountant role.