The Taxes Billed Report shows the taxes that you have billed and owe to tax agencies. The report can be filtered by state and/or tax-set so you can better identify taxes owed to different entities.

1. Click Reports in the Navigation Panel
2. Select Taxes Billed Report.

   

3. Select your search filtering criteria. For example, you may wish to view a selected date range.
4. Optional - Enter a Search/Filter query. This report will display all sales in your date range, if you wish to view only those that were taxed, you could enter tax amount greater than 0 as a filtering option.

   

5. Select Display Options. They system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the Fields to Display drop-down arrow.
6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped, for example, you may wish to group by contact.
7. Click Run Report.

See the following for Common Report Functions:

• Export Reports
• Email Reports
• Add Report Contacts to a List/Committee
• Mailing Labels
• Save a Report as a New Report
• Save a report as a Favorite Report
• Report Filtering Options