Tax Detail Report GuideLast updated on 03/22/2022
Purpose of the Tax Detail Report:
This report provides an overview of posted and exported invoices, based on tax zone. Data in this report is based on invoices within the report date range.
Common uses for this report:
Use this report to view the invoice, customer, business unit, zone name, zone rate, gross total, taxable, tax liability, and tax invoiced.
How to find this report:
Click Reports > Search Tax Detail> Click the report name. Then you will be able to set filters and run the report.
Required Setup for this Report:
Tax zones are not configured by default. To configure tax zones, go to Settings > Invoicing > Tax Zones.
Note: You can also configure your account for multiple tax rates, for example, local, county, and state taxes. This report includes separate entries for each tax rate. Account configuration is required to use this feature. Contact your success or support manager for details.
Report filters
Business Unit
Filter by business unit. This report can be run by a single business unit or all business units.
Customer Type
Filter by customer type. This report can be run by taxable, non-taxable, or all customer types.
Tax Zone
Filter by tax zone. This report can be run by a single tax zone or all tax zones.
Date Range
Filter by date range. Use the From and To fields to set a custom date range.
View or download the report
Click Update to view the report.
The report can be downloaded in three different formats:
Download PDF
Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)
Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)
Explanation of report columns
The report includes the following columns:
(Report columns)
(Report columns continued)
Explanation of report totals
(Report totals)
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.