---
title: "How to filter tax reports for paid invoices only?"
slug: "how-to-filter-tax-reports-for-paid-invoices-only"
updated: 2026-10-15T01:22:19Z
published: 2026-10-15T01:22:19Z
canonical: "help.servicetitan.com/how-to-filter-tax-reports-for-paid-invoices-only"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to filter tax reports for paid invoices only?

## Problem

You want the Job Completed Detail report to show tax details and paid invoices, but are having issues.

## Solution

### Workflow Summary

**First issue:** The Tax Detail Report is not showing invoices even though jobs are completed and tax rates are set up correctly.

The *Tax Detail* report only shows posted or exported invoices. Post your pending invoices to see them in the report. Alternatively, you can use the *Job Completed Detail* report to see tax information for completed jobs regardless of invoice status.

**Second issue:** You want the Job Completed Detail report to only display paid invoices.

Add a *Balance* column and set it to only display invoices where the balance = $0.

### Post pending invoices

1. Go to **Accounting** in the main navigation menu.
2. Click **Invoices**.
3. [Review your invoices before batching](/construction/docs/review-invoices-before-batching).
4. [Add your reviewed invoices to a Batch, then post and export the transactions](/construction/docs/batch-post-and-export-transactions).
5. After invoices have been posted, they appear on the Tax Detail report.

### Run the Job Completed Detail report

1. Go to **Reports** in the main navigation menu.
2. Search for the **Job Completed Detail** report, then select the report card. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-to-filter-tax-reports-for-paid-invoices-only-image-2uf108vq.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A48%3A47Z&se=2026-10-31T04%3A48%3A47Z&sr=c&sp=r&sig=F8z0EtPrmHaX6M3mDJJ8KW9rTbwOQOx%2B0jNvdLx3C9I%3D)
3. Use the filters to narrow down your report results.
4. When you're finished, click **Run Report**.

The report runs and provides results in a table. Scroll to locate the **Tax** column. This column shows the sum of the tax on the invoice. To view more details, click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-to-filter-tax-reports-for-paid-invoices-only-image-xbbqkgl9.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A48%3A47Z&se=2026-10-31T04%3A48%3A47Z&sr=c&sp=r&sig=F8z0EtPrmHaX6M3mDJJ8KW9rTbwOQOx%2B0jNvdLx3C9I%3D) next to the tax amount to drill down into the details of the tax column.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-to-filter-tax-reports-for-paid-invoices-only-image-a7vbxk4j.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A48%3A47Z&se=2026-10-31T04%3A48%3A47Z&sr=c&sp=r&sig=F8z0EtPrmHaX6M3mDJJ8KW9rTbwOQOx%2B0jNvdLx3C9I%3D)

### Filter Balance column for $0 invoices

1. Open your Tax Detail or Job Completion Detail report.
2. Click **Edit Report**.
3. Search for and select the **Balance** column, then click **Apply**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-to-filter-tax-reports-for-paid-invoices-only-image-q2j0mybg.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A48%3A47Z&se=2026-10-31T04%3A48%3A47Z&sr=c&sp=r&sig=F8z0EtPrmHaX6M3mDJJ8KW9rTbwOQOx%2B0jNvdLx3C9I%3D)
4. Click **Run Report** to rerun the report for invoice balances.
5. Go to the Balance column and click **Filter ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-to-filter-tax-reports-for-paid-invoices-only-image-fjwcltkr.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A48%3A47Z&se=2026-10-31T04%3A48%3A47Z&sr=c&sp=r&sig=F8z0EtPrmHaX6M3mDJJ8KW9rTbwOQOx%2B0jNvdLx3C9I%3D)**.
6. Set the first filter to "Is equal to" and enter "*0*". Then click **Filter**.
7. The report results will refresh, showing only invoices that have a balance of $0, indicating they were paid.

A batch, or invoice batch, is a set of invoices that have been audited and are ready to post. You will use the Invoice screen in ServiceTitan to create invoice batches. On the Invoice screen, you'll have access to unbatched and batched invoices.

[Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)