Report Tax Zone Report GuideLast updated on 03/22/2022
Purpose of the Tax Zone Report:
This report provides an overview of posted and exported invoices created within the report date range.
Common uses for this report:
Use this report to view tax zones, totals, non-taxable sales, taxable sales, taxes owed, and taxes collected.
Required Setup for this Report:
Tax Zones are not configured by default. To configure tax zones, contact your success or implementation manager.
How do I set up tax zones?
When your account is configured, you can set tax zones in ServiceTitan by going to Settings > Tax Zones.
How to find this report:
Click Reports > Search Tax Zone> Click the report name. Then you will be able to set filters and run the report.
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.
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)
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.