The Tax By Payment report calculates the tax associated with the payments you actually received in a period — useful if you report tax on a cash basis (when money comes in) rather than when the order is created.
Where to Find It
Reports → Tax Reports → Tax By Payment
What This Report Shows
Payment date and amount paid
Order number, type, status, and client
Each tax type with its rate, amount, title, and agency
Filters You Can Apply
Date range — based on the payment date. 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 rate, order type, and order status
Include non-taxed orders and break down grouped taxes — optional toggles
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 completed (charged) payments are counted. Pending or failed payments are excluded.
Store-credit payments are not included.
Only taxed orders appear unless you turn on "include non-taxed orders."
Order templates and deleted orders are excluded.
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 Tax By Payment report, contact us at [email protected].