How do I calculate tax totals?

Tax Totals can be calculated by first exporting your data to Excel, then gathering the data in the "Tax" column of your Excel spreadsheet. The following video explains how to export your data to Excel.

Step-By-Step Instructions - Exporting Data to Excel and Calculating Tax

To export your data to Excel, please follow these steps:

1. Within your PayJunction account, on the side menu, click on Batches.
   
   
   

2. Click on the eyeball icon next to the batch that you wish to export.
   
   
   
   
3. Click on the Export button on the top right of the page.
   
   
   
   
4. Choose CSV File from the drop down menu.
   
   
5. A message will appear on the screen asking if you would like to Save the file, or Open it. Save the file to your computer.
   
   
6. Locate the file that you saved to the computer and open it.
   
   
7. Scroll over to the column titled Tax (Column "S"). 
   
   
8. Select/Highlight all of the Tax amounts in this column. Do not include/highlight the title (Tax)
   
   
9. Click the Auto Sum feature. This is the icon that looks like an "E". 
   
   
10. The total Tax will be displayed at the bottom of the column, after the last tax amount that was highlighted.

Please contact our support department if you require further assistance with this issue.

Calculate Tax Amount for a particular Date Range

PayJunction Trinity does keep track of the total Tax amount that is processed. Of course, you do need to enter the Tax amount for each transaction in order for the system to keep track of this information.

If you are including tax amounts, and you would like to calculate the total tax amount that has been processed during a particular time period, then please follow the steps listed below:

1. Within your PayJunction account, on the side menu, click on Search
   
   
   

   For more information on searching, view the article titled Advanced Searching

2. In the section labeled "Date From-To", enter a Start Date and End Date in the field.
   
   
3. Click Search.
   
   
4. Click on the Export button and click CSV File.
   
   
   
   
5. A message will appear on the screen asking if you would like to Save the file, or Open it. Save the file to your computer.
   
   
6. Locate the file that you saved to the computer and open it.
   
   
7. Within the Excel spreadsheet, scroll over to the column titled "Tax" (Column "S").
   
   
8. Select/Highlight all of the Tax amounts in this column. Do not include/highlight the title ("Tax")
   
   
9. Click the Auto Sum feature. This is the icon that looks like an "E".
   
   
10. The total "Tax" will be displayed at the bottom of the column, after the last tax amount that was highlighted.

Please contact our support department if you require further assistance with this issue.