Merchant Direct Online Help
Click here to see this page in full context

Taxable Fees Report

The Taxable Fees report shows merchants the taxes accrued on the fees they pay to Moneris for device rental, Interac Online, Service fees, etc. This report has three variants: Tax Breakdown by Chain, Tax Summary by Province, and Tax Breakdown by Province, and can be run at the merchant, chain, or superchain level. 

Why use this report

This report will help you determine:

 

Module customization

The module results can be customized in the following ways: 

 

Module options

You can run this report for:

The sections below explain how to generate the various reports and what data you will see.

 

Generate the Tax Breakdown by Chain report

Note:  This report is only available for superchain merchants. Single store and chain merchants will not be able to generate this report. 

To generate the Tax Breakdown by Chain report, do the following:

  1. From the main menu, under the Reports section, click Fees/Adjustments. The Fees/Adjustments screen appears. 
  2. In the Fee Type section, click the Fee Report drop-down menu and select Taxable Fees. 
  3. In the Moneris Account section, select the superchain account you wish to report on.
  4. In the Date section, click the Date drop-down menu and select the year and month on which you wish to report. 
  5. Click the Apply button at the bottom of the screen. The report appears.  
  6. Make sure the Tax Breakdown by Chain option at the top of the screen is selected. 

Available dates for the report

The report is able to be run for a date range of 366 days, up to two years in the past. 

Field and section description

Refer to the descriptions of all of the sections that are available for this report. 

Note:   Field names are listed alphabetically on this page only to assist you with quick lookup and identification. 

 

 

Generate the Tax Summary by Province report

To generate the Tax Summary by Province report, do the following:

  1. From the main menu, under the Reports section, click Fees/Adjustments. The Fees/Adjustments screen appears. 
  2. In the Fee Type section, click the Fee Report drop-down menu and select Taxable Fees. 
  3. In the Moneris Account section, select the superchain account you wish to report on.
  4. In the Date section, click the Date drop-down menu and select the year and month on which you wish to report. 
  5. Click the Apply button at the bottom of the screen. The report appears.  
  6. Make sure the Tax Summary by Province option at the top of the screen is selected. 

Available dates for the report

The report is able to be run for a date range of 366 days, up to two years in the past. 

Field and section description

Refer to the descriptions of all of the sections that are available for this report. 

Note:   Field names are listed alphabetically on this page only to assist you with quick lookup and identification. 

 

Generate the Tax Breakdown by Province report

To generate the Tax Breakdown by Province report, do the following:

  1. From the main menu, under the Reports section, click Fees/Adjustments. The Fees/Adjustments screen appears. 
  2. In the Fee Type section, click the Fee Report drop-down menu and select Taxable Fees. 
  3. In the Moneris Account section, select the superchain account you wish to report on.
  4. In the Date section, click the Date drop-down menu and select the year and month on which you wish to report. 
  5. Click the Apply button at the bottom of the screen. The report appears.  
  6. Make sure the Tax Breakdown by Province option at the top of the screen is selected. 

Available dates for the report

The report is able to be run for a date range of 366 days, up to two years in the past. 

Field and section description

Refer to the descriptions of all of the sections that are available for this report. 

Note:   Field names are listed alphabetically on this page only to assist you with quick lookup and identification.