Review tax on invoices
Find invoices with tax and inspect the amounts recorded on each one.
Use the Tax Report
- 1
Open Taxes.
Use the Taxes shortcut on the dashboard or desktop navigation.
- 2
Read Total Tax Collected.
This summarizes tax from the invoices included in the view.
- 3
Review Invoices with Tax.
Look through the listed invoice numbers, dates, and tax amounts.
- 4
Open the source invoice.
Check its tax amount, selected rate, delivery charges, and subtotal when a figure seems unexpected.
What this view covers
The current screen is an invoice-tax summary. It does not present a complete filing workflow, a date-range picker, or a tax-return submission action. Check each invoice’s status and the records required for your own reporting process.
Set the rates you need in Settings → Tax Rates. The worked percentages in these guides are examples of arithmetic, not instructions about which rate your business should charge.