Your sales tax reports can be found by following these instructions:
- Log into your Wellevate account.
- Click on the silhouette or profile picture in the top right-hand corner of the Wellevate dashboard and click, “Account Settings”.
- Select “Sales Tax” from the menu on the left*.
- *If you have opted into collecting sales tax, your reports for the Current month will be displayed in this tab. Sales tax data for months prior to October 2017 are stored under the “Archived Reports” located in the top right-hand corner of the Sales Tax section.
- Download the “Complete Sales Tax Reports” for January - December by clicking on “CSV” in that column.
- Once these reports are downloaded, simply sum the amounts in column T (labeled “Tax Amount”)
- Now download the rest of your reports by clicking on “Archived Reports” and downloading the remaining months by clicking “CSV” in the second column.
- Sum column “I” (labeled “Tax Due”).
- Finally, add the totals of each month together.