Tax Reports bring together the reporting and analysis tools you need to understand how much tax you have collected, what you owe, and how it ties back to your accounting records.
Where to find it
From Tax Management, click View Reports, or go to Tax Management > Reports. The page is titled “Tax Reports” with the description “Comprehensive tax reporting and analysis tools.”
The reports available
The page shows a grid of report cards. Click any card to open that report:
- Tax by Jurisdiction – tax collected by state, county, and city. See Run the Tax by Jurisdiction report.
- Tax Liability – net tax liability with credits, adjustments and GL reconciliation. See Run the Tax Liability report.
- Transaction Detail – line-item detail of taxable transactions, including customer and exemption information. See Run the Transaction Detail report.
- Tax Reconciliation – compares tax collected against your General Ledger balance with variance analysis.
- Exemption Certificates – opens the exemption certificate management area.
Common features
Most reports let you set a Start Date and End Date, and several support exporting to Excel or PDF as well as a Print option. See Export or print a tax report.
Tip: Reports only include invoices with a status of sent, paid, or partial, so figures reflect billed activity rather than drafts.