The Collected Tax report shows the tax on your orders over a period, broken down by tax type (rental, sale, service, delivery, and automatic tax) — useful for filing and reconciliation.
Where to Find It
Reports → Tax Reports → Collected Tax
What This Report Shows
Order number, type, and status
Client name and order total
Each tax type with its rate, amount, and taxable amount (rental, sale, service, delivery, automatic)
Filters You Can Apply
Date type — match the date range against the order start, end, or creation date
Date range — the period you want to review. A single report can cover up to about 13 months at a time; to review a longer span, run consecutive ranges and combine the exported files in Excel.
Tax title, state, order type, and order status
Location — if your company has more than one location, you can limit results to specific locations. (Single-location accounts won't see this filter.)
⚠️ What This Report Already Filters Out
Note what this report leaves out automatically:
Only orders that actually had tax applied are included. Orders with no tax don't appear.
Order templates and deleted orders are excluded.
How to Read the Results
This report is based on the tax charged on orders. If you instead need tax tied to when payments were received, use the Tax By Payment report.
Exporting
You can export the report to Excel, CSV, or PDF. Larger reports are generated in the background — you'll be notified when the file is ready to download.
Need Help?
If you have questions about the Collected Tax report, contact us at [email protected].