Reports

Sales Tax report

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

Owner/AdminReports3 minutesUpdated Sep 23, 2026Current instructions
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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

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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