Use the Invoice Log to report sales tax details for invoices with discounts when preparing PST, GST, or HST rebate information. Add tax and discount columns, apply filters such as date range and non‑recovered tax, and print or export the results for rebate reporting.
From the sidebar navigation, click
Business Tools, then Invoice Log.
- From the toolbar, select the customization button
then choose Column Chooser. - In the Customization box, check the box to add the applicable tax types for your region: HST Total, PST/QST Total, or GST Total. When finished, close the Customization box.
- From the toolbar, select the filter button
then choose Filter. - From the Date Range drop-down, select CUSTOM to enter a specific date range (or choose from one of the quick pick options) and use the other filter options to filter based on the Discount Type and Has Non-Recovered Tax, or Name.
- To print an individual invoice, select the checkbox next to the invoice. Otherwise, to print as a report, click select the print button
then choose Print. In print preview, select the print button
or on a mobile device, tap the export button
to export and download as another file type, such as PDF. If you need to re-print individual invoices, only one invoice can be printed at a time. To print an invoice, select the checkbox next to the invoice. - When finished, select the customization button then choose Reset to return the view to the default layout.
Note: If you need to re-print individual invoices, only one invoice can be printed at a time.
Additional Information:
- For detailed information and reimbursement requirements in the Mary Kay industry, please refer to the InTouch website or contact the company directly.
- Filter Invoices by Date Range
- Handling Sales Tax on Discounted Items
- Non-Recovered Tax Report
- Close Year-End & Run Tax Reports