Sales Tax Report

If your firm collects 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. 


Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.

Learn more about generating reports.

Sample Report

Updated on November 19, 2021

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