Tax Report

Tax Report

Assuming you aren't using a tax software, this report will allow you to find Tax information in a specified state across statuses to better understand your finances. The report will auto populate with preset filters for the date range being the current month to date. You may alternately set a date range and press 'Filter'. It will generate a Graph, and a Quick Preview of in the set range, including the Customer ID, Total, Tax and Shipping Fees, Discount Amount and Invoice Date.

Access the report by doing the following:
  1. Click "Reports". 
  2. Click "Accounting Reports".
  3. Click "Tax Reports" from the reports menu.


You can filter the dates as follows:
  1. Click the date range at the top of the "Advanced Filters" box near the top of your screen. (Alternately you can select the "All Time" box.)
  2. Choose the status or statuses that you would like included by using the Status drop down menu.
  3. Choose the state if applicable.
  4. Click filter.
Note: This report can be exported by clicking the "Download" button to the right of "Graphs".




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