Sales Tax Report


If your firm collects the tax from clients, you can use this report to document tax collected.

This report is only available for U.S. Accounts. For Canadian Accounts, you can locate your tax reporting under the Tax Collection/Payments section

To access this report, go to Reports > Accounting > Sales Tax

Report Filters

Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year. You can override the date range via the from/to boxes to the right

Show: You can choose to show a summary or details view. The summary will list the total income and total tax applied. The detailed view (below) will list the tax per invoice. 

Preview Report

Once your filters are set, to preview the report, click the View button at the top right of the window.

Export or Print Report

You can export all reports to either pdf or excel. 

To do so, select the format you want, in the ‘Print as’ field, then click Download

This will save the report to your default downloads location where you can then print, or save to another location. 

Sample Report

Updated on September 30, 2019

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