Taxes Applied Report
Use this report to make sure you are properly recording and paying the taxes you collect on taxable items. To use this report, navigate to Reports > All Reports – Finance, or use the global search bar. If this is a report that you plan to use frequently, mark it as a favorite and add it to your Quick Links.
We recommend that you have the following set up prior to using this report:
To access the report, you need the User Permission ‘Taxes Applied Report’.
Report Search
Order Date Range is the only required search field for this report, but you can also search by Issues Date Range, and Service Due Date Range. There are also search fields for Line Item Status, Jurisdiction, Product Type, and location, to help you narrow down your results.
The field ‘Group By’ by default is set to None, meaning there will be one record in the results for each tax entry. You can change this field to group the report’s results. If you do this, there will only be one record for each grouped item. For example, if you group results by Customer, there will be one row for each customer returned in the results. You also won’t see data in all of the columns when grouping the results. Instead, you will just see information in the columns that total the information, such as Amount and Collected.
Report Results
This report will generate as an interactive table in which you can click on Customer or Order to see further information. Each record will show its jurisdiction and tax rate, as well as the total amount, the tax basis, and how much of those taxes have been collected.
The company names and order numbers are quick links which will redirect you to the company’s Orders tab, and the Order details pages, respectively, so you can quickly see additional information.
Updated 4/21/2023