Sales by Tax Code Report Overview

The Sales by Tax Code Report shows you the tax collected on your invoices, credit memos, and adjustments, broken down by tax code, tax component, and tax agency.

Use this report when you need to verify your tax liability for a period, reconcile your tax totals, or pull data for filing tax returns. It's especially useful for spotting discrepancies across your tax codes before you file.

Before You Start

• To see if you have access to this feature in ServiceCore, please check out this article on user permission levels.
• This report runs on Accrual Basis, meaning tax is calculated based on invoice date rather than payment date.

Key Features

• Report Summary: A quick snapshot of your total tax collected for the selected period, plus a breakdown of your ten most-used tax codes.
• Filtering Options: Narrow the report by date, tax code, tax agency, division, and company name.
• Details Table: A line-by-line breakdown of every tax code and component combination, with the option to expand each row to see the invoices and credit memos behind it.

Run the Sales by Tax Code Report

To run the Sales by Tax Code Report, follow these steps: 

1. Click “Reports” in the top menu.
2. Scroll down and locate the Sales by Tax Code Report under the Accounting Reports section.
3. Click the name of the report or the “Open Report” icon to run the report.

Sales by Tax Code Report Filters

The right side of the report has a panel of filters you can use to narrow down the data in the report’s summary and table. Adjust these to focus on exactly the tax codes you need.

• Issued At: By default, this report shows you last month's data, but you can change the date range to see tax totals for a specific period.
• Tax Code: Filter results by specific tax codes that have been added to your ServiceCore account.
• Tax Agency: Filter results by specific agencies associated with your tax codes.
• Division: Filter the report to only show a specific division of your company.
  • This filter only applies if you separate work across multiple divisions in ServiceCore.
• Company Name: Filter results by company. 
  • This filter is only applicable if you manage multiple accounts in ServiceCore.

Sales by Tax Code Report Summary

The top of the report gives you a quick snapshot of the tax you've collected for the selected date range.

• Total Tax: The total amount of tax collected across all invoices in the selected date range.
• Top 10 Tax Codes: A bar chart showing your ten most-used tax codes and how much tax each has generated. Use this to quickly spot which tax codes are driving the most tax liability for your business.

Please Note: The report also displays the date range currently being reported on directly below the title, so you can confirm you're looking at the right period before reviewing totals.

Details Table

The Details Table gives you a line-by-line breakdown of every tax code and tax component in your account, along with links to the records that created the tax amount.

Each row represents a specific tax code and tax component combination. A tax code can have more than one component tied to it, so the same tax code may appear more than once if it has multiple components.

Click the "+" icon next to a row to expand it and see the individual records that make up that tax code and component's totals. Click the “+” icon next to Tax Code Name to expand all rows in the table.

Records listed in the Doc Number column are hyperlinked. Click the number to open the record directly without leaving the reports.

Sort the Sales by Tax Code Report

After applying filters, you can further sort the data in the report.

To sort the report summary chart:

1. Hover over the chart so a menu appears in the top right corner of the section.
2. Click the three vertical dots.
3. In the menu that appears, hover over “Sort”.
4. Select your “Sort By” preference.
    

The table in the report works a little differently as you can use the headers of the columns to sort.

To sort the data in the table:

1.  Click the options icon next to the header.
2. Select your sort preference or click the gear icon for additional options.
   • Each column can be sorted either alphabetically A-Z or Z-A OR numerically ascending or descending. For instance, the Rate column will sort numerically while the Tax Agencty column will sort alphabetically.

Export the Sales by Tax Code Report

Once you have the table in the report displaying the information you want, you can download it for your records. There are two ways to export the report to your computer. 

Quick Download

Click the "Download PDF (up to 1k rows)" button at the top of the report for a fast export.

Please Note: This option is limited to 1,000 rows. If your report has more than 1,000 rows, use the Export option in the Details Table instead.

Export the Report

In addition to the quick download, you can also export the report from the Detail’s table options menu.

1. Hover over the table so a menu appears in the top right corner of the table.
2. Click the three vertical dots.
3. In the menu that appears, hover over “Export.”
4. Select your file preference in the list of options that appear in the dropdown and the report will download in the file format you selected.
   • When exporting as a PDF, you can choose Portrait or Landscape layout.

Please Note: You can export up to 1 million rows at a time. If your table contains more than 1 million rows, we recommend using filters to break the data into smaller, exportable chunks.

Send the Report

In addition to downloading the table in the report to your computer, you can also email it.

1. Hover over the table so a menu appears in the top right corner of the table.
2. Click the three vertical dots.
3. In the menu that appears, hover over “Export.”

4. Click “Export…” at the bottom of the list under the Send section.

   
   
    

5. In the pop-up that appears, click into the Destination field and select “Email” in the drop-down menu.
    

   
    

6. Enter the email address of the recipient.

7. Click “Export” to send an email with the report attached.

   
   
    

Please Note: On the final screen, you can also customize the email subject and message, select specific attachments and file types, or send the report as a .zip file.

 

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!