Taxation Report

In the taxation report, you can set the date range for when you'd like to report on taxes. If you have a particular date range you would like to report on, you can use the Custom Range option. 


On the report, the taxable amount is the dollar amount for which tax is being collected. The tax amount is the amount of tax collected. 

If you have multiple tax rates, they will be listed on both the Accrual and Cash reports. 

Accrual Report

The accrual report includes all invoices that have been marked as sent. This includes invoices that are awaiting payment and invoices that have been paid. It will also show any invoices that have been marked as bad dept in a separate section. 


Cash report

The cash report includes only payments from invoices that have been marked as paid. It does not include payments or deposits created for clients that are not associated with an invoice, or associated with an invoice that has not yet been marked as paid. 


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