Taxes report

The Taxes report creates one row for each tax line on an event. It helps review the tax configuration and calculated amounts across selected events. It is not a tax filing or a payment action.

Choose the events

Set Event Date From, Event Date To, and Event Status, then select Refresh. The date range applies to the event date and both ends are included. For example, use a calendar quarter with Booked and Completed to review tax lines on events in that period. An event with two applicable tax profiles appears as two report rows.

Read the tax columns

The event columns identify the source event and its current Status, Workflow Status, tags, and people. Tax Name identifies the tax line and Tax Groups identifies the groups used by its configuration. Event Subtotal is the price subtotal before tax. Event Subtotal Taxable and Event Subtotal Non Taxable divide that subtotal by taxability.

For a percentage tax, Tax Rate shows the percentage and Tax Amount is N/A. For a fixed tax, Tax Amount shows the fixed amount and Tax Rate is N/A. Calculated Tax is the tax calculated for that event line. For example, a $1,000 taxable subtotal with a 5% tax has a calculated tax of $50. Use the table tools to show fields needed for a review or export the loaded rows after checking the dates and statuses.