The Tax by Payment Detailed report breaks tax on payments down to the jurisdiction level (state, city, county, and district) for orders that use automatic tax — the deepest tax view for precise filing.
Where to Find It
Reports → Tax Reports → Tax by Payment Detailed
What This Report Shows
Order number, start date, and client
Taxable amounts and the tax applied to each payment
Tax split by state, city, county, and district, with rates
Delivery and pickup costs and whether they were taxed
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.
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 use automatic tax are included. Orders with manually entered tax rates won't appear here, and the report is only available when automatic tax is enabled for your account.
Only completed (charged) payments are counted, and store-credit payments are excluded.
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 Detailed report, contact us at [email protected].