Service Titan Knowledge Base

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)

Tax Zone

Tax zone name on the invoice. Note: If there is a membership item on the invoice, the tax zone will populate for the location the membership is attached to. If there is no membership item on the invoice, the tax zone will populate for the service location.

How to Configure - Tax Zone:To set tax zones, navigate to Settings > Tax Zones > Add Tax Zone.

Total

Total dollar amount for all invoice items, based on tax zone. This is the sum of all invoice totals for taxable and non-taxable sales.

Calculation - Total: [Non-Taxable sales] + [Taxable sales]

Non-Taxable Sales

Sales that are not taxed. This is the sum of non-taxable invoice items.

Calculation - Non-Taxable Sales:[Total] - [Taxable sales]

Taxable Sales

Sales that are taxed. This is the sum of taxable invoice items.

Calculation - Taxable Sales: [Taxable Sales] x [Tax Rate]

How to Configure - Taxable Sales:To set sales as taxable, navigate to Settings > Pricebook > Services/Materials/Equipment > Details tab > Taxable.

Tax Owned

The amount of sales tax (tax liability) owed to the government. Some states require businesses to pay sales tax once a payment is applied to an invoice. Tax owed will display the total dollar amount of sales tax owed on each invoice, whether a payment has been applied to the invoice, and the dates and amounts of payments made on the invoice.

Calculation - Tax Owned: [Taxable Sales] x [Tax Rate]

How to Configure - Taxable Sales:To set sales as taxable, navigate to Settings > Pricebook > Services/Materials/Equipment > Details tab > Taxable.

How to Configure - Tax Rate:To set tax rates, navigate to Settings > Tax Zones > Add Tax Zone > Tax Rate.

Tax Collected

The amount of sales tax on the invoice that was charged to the customer.

Calculation - Tax Collected: [Sum of the tax amount on each invoice]


Explanation of report totals

(Report totals)

Total

Total is calculated by taking the sum of the entire column.

Calculation - Total: [Sum of column totals]

Non-Taxable Sales

Non-Taxable Sales is calculated by taking the sum of the entire column.

Calculation - Non-Taxable Sales: [Sum of column totals]

Taxable Sales

Taxable Sales is calculated by taking the sum of the entire column.

Calculation - Taxable Sales: [Sum of column totals]

Taxes Owned

Taxes Owed is calculated by taking the sum of the entire column.

Calculation - Taxes Owned: [Sum of column totals]

Taxes Collected

Taxes Collected is calculated by taking the sum of the entire column.

Calculation - Taxes Collected: [Sum of column 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.