Before you start
- Tax rates are configured and used consistently on invoices.
What the report tells you
The report summarizes taxable sales and tax collected from Zentive records for the selected period.
Review sales tax totals
- 1
Open Sales Tax
Go to Reports, then Sales Tax.
- 2
Match the filing period
Choose the same dates required by your state or local filing schedule.
- 3
Review totals by rate or area
Look for missing rates, unexpected zero-tax sales, or jobs assigned to the wrong location.
- 4
Investigate exceptions
Open the related invoices before changing tax settings or totals.
- 5
Export for review
Share the report with your accountant or tax preparer and keep the selected date range with the export.
Confirm filing requirements with a tax professional
Zentive reports your recorded activity. Taxability, filing rules, and corrections depend on your jurisdiction and business.
Was this helpful?
Contact Zentive support
Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.