---
title: "Synexus Sales Tax Export"
slug: "synexus-sales-tax-export"
description: "Export daily sales tax data as CSV for Synexus, including gross sales, tax-exempt sales, taxable sales, and third-party tips."
updated: 2025-11-06T20:19:53Z
published: 2025-11-06T20:19:53Z
canonical: "docs.restaurant365.com/synexus-sales-tax-export"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Synexus Sales Tax Export

The Synexus Sales Tax Export exports sales tax data from R365 into a .csv file, which can then be uploaded to Synexus for processing.

---

## Navigation

The My Reports search bar can be used to search R365's entire catalog of reports.

1. Open the **Reports** app.
2. Navigate to **My Reports**.
3. Enter all or part of the report name in the **search bar**.
4. The **Results** tab will open with the list of search results.
5. From beneath the report name, click **Run** to run the report with the selected report view. -OR- Click **Customize** to adjust the report parameters and run the report.

![Overview of report options in Restaurant365 with highlighted run and customize buttons.](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/report.png)

---

## Report Parameters

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2O6ZCSWZ.png)

| **Field/Column** | **Description** |
| --- | --- |
| **Filter By** | A listing of all location categories. |
| **Filter** | A listing of all locations associated with the selected location category. |
| **Start Date** | The beginning date for the report. |
| **End Date** | The ending date for the report. |
| **DSS Status** | Whether to include information with DSS status of Approved, Unapproved, or both. |
| **Invoice Status** | Whether to include information with invoice status of Approved, Unapproved, or both. |
| **Download** | Click to download the Synexus Sales Tax information as a .csv file. |

---

## Report Columns

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VXWJTFA1.png)

| **Field/Column** | **Description** |
| --- | --- |
| **Date** | The day, month, and year associated with the data. |
| **Gross Sales** | The gross sales dollar amount based on the DSS for this date. |
| **Tax Exempt Sales** | The sum of all sales associated with [Sales Accounts](/doc/docs/sales-accounts-overview) with the following conditions: - Sales Account Type: Tax - Category: includes ‘Tax Exempt’ - > The Category must contain the text as it is written above, including spacing. This field is not case sensitive. |
| **Taxable Sales** | The dollar amount of taxable sales recorded on this date. This value is calculated by subtracting the **Tax Exempt Sales** from Net Sales. |
| **Third Party Sales** | The dollar amount total of third-party sales. This column is made up of sales tied to a Payment Type Account with a Payment Group of ‘Third Party Delivery’. |
| **Sales Tax Collected** | The dollar amount total of sales tax collected on this date. |
| **Use Tax** | All use tax details. This column includes data when the invoice detail is tied to a vendor with the ‘Use Tax’ checkbox checked. |
| **Location Name** | The restaurant location name. |
| **Location City** | The city of the location. |
| **Location State** | The state of the location. |
| **Location Zip Code** | The location’s ZIP code. |

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