Tax season doesn't have to mean digging through a mountain of individual receipts. The Tax report page provides a centralized summary of all the sales taxes you have collected across your transactions. It neatly groups your tax data so you can quickly see your liabilities, verify your rates, and handle your bookkeeping or quarterly filings with total confidence.
To view this data, click on Reporting from the left-hand navigation menu and select the Tax tab.
.png)
What features does it have?
The Tax report page organizes your collected sales taxes into a clean summary table broken down into four distinct columns:
Region: Displays the specific state, province, or territory where the tax was applied.
Name: Shows the dedicated label assigned to the tax rule (such as GST, PST, State Tax, or HST).
Rate (%): The exact percentage rate that was charged on the applicable transactions.
Total Collected: The cumulative gross dollar amount of tax collected during your selected timeframe.
| Processing fees may take up to 3 business days to be displayed on your dashboard. |
How do I use the Tax report page?
The interface gives you a straightforward set of tools to isolate specific tax periods, customize your table layout, or download your summaries.
Filtering and searching your products
When you are preparing a tax filing, you can quickly isolate the exact numbers you need using the search and filter tools:
Using the date filter: Click on the Date Range quick filter at the top of your report to isolate a specific month, quarter, or custom fiscal timeframe.
.png)
Using the search bar: Head to the top right corner of the page to find specific records instantly. You can type in a specific tax Name or Region to filter your list down to matches immediately.
.png)
Customizing your table layout
Every business manages accounting and reporting slightly differently. You can adjust your table columns and screen layout by clicking the column customization button. This tool allows you to check or uncheck specific data fields so your report only displays the information that matters most to your bookkeeping workflow.
.png)
Exporting your data
If you need to send your tax records directly to your accountant or upload them into your external accounting software:
Set your desired date filters.
Click the Download button.
.png)
Your system will instantly generate a .csv file containing all your filtered tax summary details.
FAQs
Does this page show individual transaction-by-transaction tax charges?
No. The Tax report is a summary dashboard that totals up your collections by rate and region. If you need a line-by-line breakdown of every single transaction and its specific tax line items, click on the Transaction Details tab at the top of the page.
How do I pull up my tax numbers for a specific quarter?
Click on the Date Range filter at the top of the page, select your custom start and end dates for that specific quarter, and click Apply Filters. The Total Collected column will instantly recalculate to show only the revenue processed during that window.
Can I search for just my state or provincial taxes?
Yes. Simply type the name of your state or province into the Search Bar in the top right corner. The summary table will filter out all other data, leaving only the rows matching that specific region.