Overview
The Tax Detail report gives you an overview of posted and exported invoices based on tax zone. Data in this report is based on invoices within the report date range.
Use this report to view the invoice, customer, business unit, zone name, zone rate, gross total, taxable, tax liability, and tax invoiced.
Who uses this feature
Administrators, accountants, and bookkeepers
Applies to all business types
Feature configuration
Tax zones are included in this report and not configured by default. For instructions on how to set up tax zones, see Set up sales tax in ServiceTitan.
Things to know
This report only looks at posted and exported invoices. Pending invoices are not factored into the report.
Tax Invoiced means tax that the customer has already paid on the invoice record. Unpaid invoices will not factor into the report.
Run the Tax Detail report
Go to the navigation bar and click Reports.
In the Search field, enter Tax Detail.
Click the Tax Detail card that appears to open the report.
Report filters
Business Unit
Filter by Business Unit (BU). You can run this report by a single BU or all BUs.
Customer Type
Filter by Customer Type. You can run this report by taxable, non-taxable, or all customer types.
Tax Zone
Filter by Tax Zone. You can run this report 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.
Click Download PDF to download a PDF copy of the report. You can export the report in three different formats by clicking Expand next to Download PDF.
Export to Excel (*.xlsx)
Export to Comma separated (*.csv)
Export to Excel (Allow Long-Running)
Explanation of report columns
The report includes the following columns:
Column name | Description |
|---|---|
Invoice | The invoice number is attached to a particular job. Your account can be configured so the invoice number will always match the job number by default. You can configure the invoice number to be the same as the job number. |
Invoiced On | Date on the invoice. |
Customer | Customer name. This is the Bill To customer on the invoice. |
Address | Address of the service location where work was performed. |
Business Unit | Business unit (BU) under which the job was booked. This information is pulled from the invoice. Note: BUs can be used to separate your business by geographic locations. BUs can also be used to separate service divisions within a company (HVAC, plumbing, electrical). |
City | City of the service location where work was performed. |
Zip | Zip code of the service location where work was performed. |
Zone Name | Tax zone name on the invoice.
How to Configure: To set zones names, go to Settings > Invoicing > Tax Zones > Add Tax Zone. |
Zone Rate | The tax zone percentage rate that corresponds with the zone name. How to Configure: To set zone rates (tax rates), go to Settings > Invoicing > Tax Zones > Add Tax Zone > Tax Rate. |
Customer Type | Taxable or Non-Taxable customer type, based on the invoice. |
Gross Total | Total dollar amount for all invoice items. This is the sum of all invoice items for taxable and non-taxable sales. Calculation: [Subtotal] + [Discounts and fees] |
Taxable | Sales that are taxed. Calculation: [Sum of taxable invoice items] How to Configure: To set sales as taxable, go to Pricebook > select a Services/Materials/Equipment and click Edit > Details tab > check the box next to Taxable. |
Tax Liability | The tax liability (sales tax) owed to the government. Some states require businesses to pay sales tax when a payment is applied to an invoice. Tax liability displays the total dollar amount of 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: [Taxable Sales] x [Zone Rate] How to Configure: To set zone rates (tax rates), go to Settings > Tax Zones > Add Tax Zone > Tax Rate. |
Tax Invoiced | The amount of sales tax on the invoice that was charged to the customer. Calculation: [Sum of the tax amount on each invoice] |
Explanation of report totals
Total | Description |
|---|---|
Gross Total | Gross Total is calculated by taking the sum of the entire column. Calculation: [Sum of column totals] |
Taxable | Taxable is calculated by taking the sum of the entire column. Calculation: [Sum of column totals] |
Tax Liability | Tax Liability is calculated by taking the sum of the entire column. Calculation: [Sum of column totals] |
Tax Invoiced | Tax Invoiced is calculated by taking the sum of the entire column. Calculation: [Sum of column totals] |