Sales Tax report

What it answers

Tax collected by rate for a period, based on payments actually received, ready to copy into your filing.

What's on the page

Tiles: taxable sales, tax collected, by rate.
Table per tax rate from Settings → Tax Management with taxable amount and tax.
Tax is allocated proportionally from invoice totals when an invoice is partially paid; refunds reduce it on their date.

Sales Tax report with tax collected by rate. — Sales Tax report

Every report works the same way

Date presets (This month, Last 30 days, This year) or a custom Start and End date; Month / Quarter / Year grouping where it applies; stat tiles with a comparison to the prior period; charts; a table; and CSV and PDF buttons at the top right (the PDF includes the charts).

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Settings & Company Setup

Tax rates and tax categories

Add the sales tax rates you charge in Settings → Tax Management, understand the four tax categories on line items, and map rates to QuickBooks tax codes before syncing.

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How Zentive defines revenue in reports

Every money report uses one definition: payments received minus refunds, excluding sales tax and tips, dated by the recorded payment. What that includes and excludes.

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Profit & Loss report

Net collected revenue, expenses, net profit, and margin for a period, with monthly trend, revenue by service, and expenses by category.

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Reports: what each one answers

The Reports hub groups 21 reports into Money, Sales, Jobs & Crews, and Customers. This page says what question each answers and links to its article.

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Aging Receivables report

Outstanding invoice balances by days overdue (Current, 1–30, 31–60, 61–90, 90+) and by customer, so you know who to follow up with first.

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At-Risk Customers report

Customers with no recent service or open agreement, ranked by past value, so you can reach out before they churn.

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