Tax liability

Use the Tax liability report in Menu > Reports to review posting tax amounts collected and owed by jurisdiction, tax agency, and account for a selected date range. It includes invoices and credit memos associated with a tax agency, excludes pending, canceled, and non-posting activity, and uses credit memo tax to reduce the liability.

Before you begin

Tax results depend on the tax records 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 Tax liability.
3. Select Change date range, choose the reporting period, and apply the change.
4. Optionally filter by Tax jurisdiction.
5. Review the tax liability totals and supporting detail.
6. To download the report, select Export as PDF or Export as Excel (.xlsx).

How the report is calculated

The report sums posting general ledger tax amounts by tax jurisdiction, tax agency, and account for the selected transaction-date range. It includes invoices and credit memos associated with a tax agency. Pending and canceled transactions and non-posting general ledger impact are excluded. Credit memo tax reduces the liability total.