Sales tax analysis

Use the Sales tax analysis report in Menu > Reports to review taxable sales and calculated tax by jurisdiction, tax code, customer, document, item, and rate for a selected date range. It includes posting invoices and credit memos for United States tax jurisdictions and excludes pending, canceled, and untaxed lines.

Before you begin

Tax results depend on the tax jurisdictions, tax types, tax codes, and taxable transactions configured in your account.

Run the report

1. Open Menu > Reports. In Search by report or description, enter the report name and press Enter.
2. Select Sales tax analysis.
3. Select Change date range, choose the reporting period, and apply the change.
4. Optionally filter by Tax jurisdiction.
5. Review the taxable amounts and calculated tax.
6. To download the report, select Export as PDF or Export as Excel (.xlsx).

How the report is calculated

The report includes posting invoices and credit memos for United States tax jurisdictions in the selected transaction-date range. Pending and canceled transactions and lines without a tax amount are excluded. It groups transaction tax detail by jurisdiction, posting period, customer, document, item, tax type, tax code, and tax rate. Credit memo tax reduces the total.