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.