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Reports

Tax Report

Written By Timothy Murenzi

Overview

The Tax Report shows how much sales tax you've collected, by category and by region — built for filing. Open it from Reports → Tax Report.

The Tax Report with KPI cards, Tax by Category, Top Jurisdictions and filters

KPI cards

  • Tax Collected — with your average effective rate

  • Pending Tax — tax on documents the client hasn't paid yet

  • Taxable Revenue

  • Total w/ Tax

Breakdowns

  • Tax by Category — tax, transaction count, revenue and average rate per category (e.g. Design Fees).

  • Top Jurisdictions — where your tax liability is concentrated.

  • Tax by Region — an expandable Country → City/State → ZIP table.

  • Transactions — ID, client/project, region, category, revenue, rate, tax, total, date and status (Paid or Pending).

Filters

Tax Year (it jumps to the most recent year with data), Category, Status (All, Paid, Pending), and search by client, project, country, city or ZIP.

What to understand

  • Transactions are grouped by the calendar year of their date.

  • Regions show as Unspecified when a document has no address. Set project and billing addresses so tax is attributed correctly. Inconsistent country names (e.g. "USA" and "United States") show as separate rows.

  • This report is a working aid — confirm your filing with your accountant.

Related articles

  • Estimates, Invoices & Purchase Orders Settings

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