Run a tax detail box report

You can run a tax detail box report against a tax submission, or you can specify start and end dates based on either GL date or transaction date. Unlike a tax submission, the report does not require you to close your books and it does not lock transactions. Instead, you get a real-time snapshot of your box calculations to help you anticipate your tax submission amounts.

Subscription

Taxes

Regional availability

All regions

User type

Business

Permissions

Taxes

  • Tax reports: List, View, Add, Edit, Delete

  • Reports, Tax reports: Run

  1. Go to Taxes > All > Reports > Tax reports.

  2. In Time period, enter the Start date and End date for the report.

  3. In Filters, for Tax filing date type, select Transaction date or GL posting date.

  4. Select a Summary or Detail report view.

    The tax box display options for Set negative to zero, Absolute, Truncate, and Round only apply to the summary report. These options are not displayed in the detail report.

  5. Enter the Tax ID for the entity that you want to run the report on.

  6. Select a pre-defined Tax report format to use. This list is filtered by the Tax solution associated with the entered Tax ID.

  7. Optional: Enter a Tax return if you want to run the report against an existing tax return to compare box totals.

  8. Check Show only unfiled to run the report on unfiled transactions.

  9. Select View. You can instead choose to Export, Process and Store, or Print the report. You can also Memorize the report or Add to dashboard to return to it later.

From the Custom tax report detail view, you can drill down to the associated tax record, the General Ledger batch, and then to the transaction.