Wellevate Sales Tax Reports
This guide will provide you with instructions on how to pull down your monthly sales tax reports and calculate your taxable sales for sales tax reporting.
- Log into your Wellevate account. Once logged in, click on “My Account” in the upper right-hand corner of your screen.
- From the drop down, click on “Account Settings”.
- On the left side of your screen, click on “Sales Tax” under Account settings
- 2017 will appear first, then 2018 data. For summarized sales tax reporting use the CSV file under the heading “Complete Sales Tax Report”. Click on the blue CSV for the month you wish to download.
For periods prior to Oct 2017, if applicable, click on the “Archived Reports” button on the right of the screen.
The file can then be opened and further manipulated in Excel.
- To sort the data by taxing authority, click on the cell just to the left of Column A. All your data will highlight.
Click on “Insert” from the excel menu bar and select “Pivot Table” and then click on “OK”.
A new tab will open and look similar to this.
Under the Pivot Table Fields (on the right side of screen, scroll down until you locate “Tax Amount”. Click and drag the word “Tax Amount” into the box labelled “∑ Values”. It should say “Sum of Tax Amount.
If it doesn’t say “Sum of Tax Amount”, click on the small downward arrow and a menu should appear, select “Value Field Settings”, select “Sum” and then “OK”.
Continue moving the following fields into place and your table will appear on the left side of your screen.
The “Row Labels” are the taxing authorities we assessed sales tax on your behalf. Depending on your state you may see one or more authorities here.
Tax is assessed based on the State(s) you instructed us you are responsible for charging tax in and either based on where we shipped product or where your business is located (consult your Accountant or CPA if you have questions on this).
To read the pivot table, using the below example:
CO-Littleton (Arapahoe County) City sales/Use Tax
Total Taxable Sales in the City of Littleton, CO $46.35
Total Littleton, CO City tax collected $1.39
City of Littleton, CO city tax rate assessed 0.0299 – 0.03 (differences are due to rounding)
CO-LITTLETON, ARAPAHOE COUNTY Sales Tax
Total Taxable sales in the County of Arapahoe, CO $46.35
Total Arapahoe County, CO County tax collected $0.11
County of Arapahoe, CO county tax rate assessed 0.0023 – 0.0024 (differences are due to rounding)
CO-Regional Transportation District, District Sales/Use Tax
Total Taxable sales subject to the RTD District tax $46.35
Total RTD District tax collected $0.46
RTD District tax rate assessed 0.0097 – 0.01 (differences are due to rounding)
CO – Scientific & Cultural Facilities District, District Sales/Use Tax
Total Taxable sales subject to the Sci & Cult. District tax $46.35
Total Sci. & Cult. Facil. District tax collected $0.05
Sci & Cult. Facil. District tax rate assessed 0.001 – 0.0012 (differences are due to rounding)
CO – State Sales/Use Tax
Total Taxable sales subject to State Sales tax $46.35
Total State sales tax collected $1.35
State tax rate assessed 0.029 – 0.0293 (differences are due to rounding)
The total taxable sales for the period are only $46.35 despite the pivot table total of $231.75. Do not use the pivot table total for the sales figures.
The total tax collected is correctly totaled on the pivot table. In this example, total tax collected was $3.36.
Pivot table with Slicer option (Not commonly used)
To be used when you wish to pull down several months of data but report only 1 subset of data at a time. For example: You have 12 months of sales tax data but need to report 1 quarter at a time. Use the slicer to pull out only the quarter data you need.
Follow all of the same steps above and create your pivot table. Then in the upper ribbon of your screen, click on “Analyze” then “Insert Slicer”.
From there, a window will open with all the fields you have to choose from. Select the fields that you wish to filter by and select “OK”. Most people will chose “Months” and/or “Years”.
In the below example, I have data for the months of February and April. The pivot table, as displayed has data for both months (both Feb & Apr are highlighted in the slicer box).
If I wanted to see only February data, I could simply click on the word “Feb” and the data changes to reflect only “Feb” figures.
If I click on “Apr” the table will change to only “Apr” Data. To get back to both Feb & Apr data, I would hold down the “Ctrl” key on your keyboard, while holding down the “Ctrl” key, use your mouse to click on “Feb” and then ”Apr”. Both should appear in BLUE and your data will again combine both months.