Tax Report

Taxes can be a nightmare, especially when you are selling and shipping across state lines. Our software makes it easy to add up all the taxes you've charged on your stores. Use the Tax Report to view all sales tax collected in a specified date range. This is your go-to report to find out what you should be remitting each month, quarter, year, etc.

Step 1: Click on the "Accounting" tab at the top of our software.

Step 2: Click on the "Tax Report"

Step 3: Click on one of our quick date filters, or enter your own start and end date.

Note: We retroactively compile manually added tax data — however, calculated sales tax amounts are only available starting 10/01/2017.

Step 4: Click the green "Generate Report" once you've decided on a date range.

• The tax report is separated into a Calculated Taxes section and a Manual Taxes section.
• When setting up your store, you had a choice to use our Calculated Taxes feature or add a manual tax.

• Calculated taxes are broken down by state.
• Click the state to see a breakdown of the different jurisdictions within the state.

• Hover over the jurisdiction name to learn more about the jurisdiction classification and tax rate.

• Hover over the ! icon to learn more about what we categorize as Gross Sales, Taxable Sales, and Tax Collected. 

• Manual taxes are split up based on how you named the tax when you set up the store originally, as well as the tax rate.

As you can see, using calculated taxes provides much more detail. Click here to learn how to turn on calculated taxes for your store as well as a Taxes FAQ.