Tax Summary Report
Last Modified on 08/05/2026 2:46 pm PDT
Pathway: Reports > Standard Reports > AR > Tax Summary
The Tax Summary report provides a high-level overview of taxes by division and tax type for a selected period. It summarizes total taxable revenue alongside the corresponding tax amounts calculated for each tax.
Report Parameters
Parameters are the specific criteria required to run a report, ensuring the system pulls only the specific data you need for your analysis.
| Parameter |
Value |
Period From
Required |
Filters to a specific time period starting with the entered month/year. By default, the current month/year is entered.
|
Division
|
Filters the report to only return results for accounts in the selected Division.
|
Period To
Required |
Filters to a specific time period ending with the entered month/year. By default, the current month/year is entered.
|
Tax
|
Filters the report to only return results related to the selected Tax group. The options listed here are defined in Setup > Accounting > Tax Setup.
|
Run The Report
Follow these simple steps to run the report.
- Select the time range the report applies to:
- Optional filters to apply:
- Select Run Report or Run as Excel.
- Run Report: results of the generated report will display in a new window tab.
- Run as Excel: results will be exported to Excel for the user to open and view.
- Create a Saved Template for faster use later.
- After all parameters are set, click on the Save As button at the top of the screen.
- Enter a Name for the template and click Save.
- The option to make the template available to other users is provided by checking the Public Access check box. Otherwise, if left unchecked, the report is only available to the user account it was created under.
Understand The Report
Below is a sample report followed by a detailed breakdown of the data in the report.
Not all sales are taxable. If a service code or charge code's setup indicates it is not taxable, any associated charges will not be factored into the Taxable Sales total. This also applies for sites marked 'Tax Exempt.'
Header / Footer
The header of the report displays the selected parameter values. Page numbers are also located at the top of every page. For audit purposes, the bottom of each page includes the name of the user who generated the report and a precise generation timestamp.
Report Body
The data in the report is a listing of all taxes by Tax Region and Site and the posting period and invoice associated with a given tax amount.
| Column |
Description |
Division
|
The division that the taxes apply to.
|
Tax Name
|
The name of the tax applied to the sale.
|
Total Sales
|
The total sales amount for the division in the selected period.
|
Taxable Sales
|
Displays what amount of the Total Sales are taxable.
|
Taxes
|
The total amount of taxes collected from the Taxable Sales.
|
Required Permissions
The following permissions are required to run the Tax Details report.
| Permission ID |
Permission Name |
| 154 |
Standard AR Report |
| 155 |
Standard Account Report |
