Is there no Contents Report/Tax Reports????
PSC
Registered User ✭✭✭
Sitelink tech support has been absolutely no help since their big merge with Sparefoot so I'm reaching out here.
One of our properties in Texas is primarily boat/rv storage. In Texas we are required to charge a sales tax on vehicles. As I'm doing an audit, to be sure we are charging tenants tax that need tax I am wanting to print a report showing the contents of each space. I can't seem to find one. I have the license/vehicle description also entered, and do not see a report for that either. I would prefer having a contents report.
There is also no report for customers who are charged tax. I have some tenants with multiple units. One for Misc Items, one for vehicle storage. If I apply Tax Exempt to their accounts then it disables tax for all of their units and not just individual units so that will not work. Because of this, I have been adjusting the ledger settings (Never Charge Tax) based on what they are storing.
Does anyone have any advice for getting these reports, or organizing our books in a way that make it easy to access contents/tax. I've created an excel spreadsheet to keep up with this. However, it is a pain having to constantly update it with new tenants in Sitelink, and then in the spreadsheet. Double the work!
One of our properties in Texas is primarily boat/rv storage. In Texas we are required to charge a sales tax on vehicles. As I'm doing an audit, to be sure we are charging tenants tax that need tax I am wanting to print a report showing the contents of each space. I can't seem to find one. I have the license/vehicle description also entered, and do not see a report for that either. I would prefer having a contents report.
There is also no report for customers who are charged tax. I have some tenants with multiple units. One for Misc Items, one for vehicle storage. If I apply Tax Exempt to their accounts then it disables tax for all of their units and not just individual units so that will not work. Because of this, I have been adjusting the ledger settings (Never Charge Tax) based on what they are storing.
Does anyone have any advice for getting these reports, or organizing our books in a way that make it easy to access contents/tax. I've created an excel spreadsheet to keep up with this. However, it is a pain having to constantly update it with new tenants in Sitelink, and then in the spreadsheet. Double the work!
0
Comments
-
i43storage Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
The only report I know to show contents is the Marketing report, but as you probably know that only shows the number/percentage not which unit. Maybe a custom report could be created?
Regarding the tax, that sounds like a big headache, sorry.
Jean Marie
I-43 Storage0
Categories
- All Categories
- 34 What's New
- 30 SiteLink: What's new
- 4 Storable Payments: What's new
- SiteLink Community Discussions
- 1.9K SiteLink General Discussions
- 95 SiteLink myHub
- 55 Lead to Lease
- 28 Price Optimization
- 38 SiteLink Certified Professional
- 267 How-To's
- 11 Gate setup and Access Control
- 6 Email setup and troubleshooting
- 2 Software Setup
- 2 Unit Setup
- 11 Basic Operations FAQs
- 14 Advanced Operations FAQs
- 18 Billing and Accounting
- 5 Troubleshooting
- 6 Reports
- 21 Storable Payments
- 98 Training Videos
- 7 Other Resources
- 64 SiteLink, SpareFoot & storEDGE merge
- Self-Storage Operations
- 73 Starting Out in Self-Storage
- 3 3rd Party Management
- 223 Regional Discussions
- 183 Miscellaneous Discussions
- 38 Industry Webinars
- SiteLink Marketplace
- 62 Self-Storage Website Design & Listing Services
- 31 Credit Cards & Payment Processing
- 32 Self-Storage Call Centers & Kiosks
- 48 Notifications, SMS & Phone Integrations
- 92 Self-Storage Insurance, Legal & Auctions
- 11 Self-Storage Revenue Management & Analytics
- 23 Gates & Access for Self-Storage Facilities
- 7 Ancillary Services for Self-Storage Facilites
- Self-Storage Times
- 64 News
- 32 Opinion
- 149 Lifestyle