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.

4. Add your reviewed invoices to a batch, then post and export the 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.
   

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 next to the tax amount to drill down into the details of the tax column.

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.
   

4. Click Run Report to rerun the report for invoice balances.

5. Go to the Balance column and click Filter .

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.