Sales tax reports

The sales tax reports provide a view of sales tax data to assist you with completing your tax returns. All tax codes are displayed; tax regimes do not currently apply to these reports.

Sales tax report

Find this report at Reports > Sales tax.

This report displays net and tax values for both sales and purchases.

  • Tax code

    The tax by tax code section displays all net and tax amounts for the tax components within each tax code, with an overall total for each code.

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  • Tax component

    The tax by tax component section displays all net and tax amounts for each tax code grouped by tax component, with an overall total for each component.

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You are able to see the net and sales tax per component and the total for each tax code.

Sales tax detail report

Find this report at Reports > Sales tax detail.

When dealing with large amounts of data we recommend exporting the report. The report will be requested as a background task to allow you to continue working. When your report is ready it can be downloaded from Background tasks in your user menu.

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The sales tax detail report lists all items from invoiced sales and credits with the following information: 

  • Order ID
  • Company name
  • Origin city and state (taken from the order warehouse address)
  • Destination city and state (taken from the delivery address on the order)
  • Item SKU and name
  • Net amount
  • Tax amount
  • Tax code

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