How to use and read Sales Tax reporting

Easily track billed sales tax with clear reports and simple export options.

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Instructions

  1. Go to Reports, then Sales Tax
  2. Select your preferred Date range and Practitioners
  3. Click the Generate report button
  4. Optionally, click Download CSV or Download PDF to export the data

Notes: Sales Tax is not a form of revenue, so it won't appear on the Revenue report


Video Guide


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