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Invoices/Tax Report
Invoices/Tax Report

The Invoices/Tax Report summarizes your sales tax liability.

Gabrielle P avatar
Written by Gabrielle P
Updated over a week ago

The Invoices/Tax Report (formally known as the Sales Tax Liability Report) is a summary of the sales tax information.

Go to Reports < Invoices/Tax Report. This will bring you to the page where all your Invoice/Tax Reports will be housed.

To run a new report, click “Generate New” , and then, enter the date range, and personalities you would like to include. Then click “Submit.”

After entering the time criteria, by choosing a preloaded date parameter or manually entering specific dates, the system will generate a report

The system will generate a new report showing total taxable and nontaxable sales, invoiced totals, subtotals, tax totals, and individual taxes ordered in columns and broken down by job and by personality. It will input it into the report list as “Finished.” From there you can view it, delete it, or download it externally as a PDF or an Excel Spreadsheet.

You also have the flexibility to choose how the report is ordered. If you click on any of the column descriptors, the report will arrange according to that classification.

At the bottom of the report, you will find the aggregated subtotals in bold.

Keywords: Sales tax, report, tax, tax summary, tax for the year, tax report

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