Tax Summary Report

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What is the Tax Summary Report?

A tax summary report shows you the amount of sales tax collected and paid on your invoices and expenses over a period of time.

It is used to prepare your sales tax returns and to monitor your quarterly tax liabilities. 

A tax summary report may include information such as your sales taxes and net taxes.

To get the Tax Summary report:

  • Go to Reports on the Navigation Menu.
  • On the Reports page, go to the Accounting section.
  • Click Tax Summary.
  • On the Tax Summary report page, you can use the filters to set the following:
    • Financial year
    • Basis: Accrual or Cash
  • After entering your preferred filters, hit the Enter Key on your keyboard to refresh and view an updated report.

You can Print or Export the report from the top left corner of the page.

Tax summary report
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