Go to Reporting > Financial Operations > Invoice details Accessing detailed tax or invoice data is an important part of financial management. Hauler Hero tools simplify this process, ensuring accuracy and compliance.
Select the period of time you want to report on. Use the Invoice Details Report to access all necessary tax line items for compliance and streamlined reporting.
Invoice reporting is essential for understanding financial transactions and maintaining compliance. Selecting the correct period ensures precise and relevant data insights.
Then you can apply the filters as needed. The generated report provides a comprehensive view, including all tax-related information for the selected period.
For example, if you wanted to see the taxes for through June, you can select Year To Date.
You can export the report and then in Excel filter the Paid status column to paid, and that will give you the total of tax collected for this year to date. If system issues prevent generating a report, reach out to support to request a manual report for accurate data.
