How to Use the Tax Report in RepairDesk

When tax season comes around, or a monthly or quarterly payment is due, digging through individual sales to work out what you owe is slow and easy to get wrong. What you really need is one clear number for how much tax you collected.

RepairDesk's Tax Report gives you exactly that. Choose a time period and you'll see your taxable sales, non-taxable sales, and total tax collected in one place, which is usually all you need to file. For shops dealing with dual tax or different tax values by product, you can customize the report to show the specific regional and global details you need.

Video Guide:

In this guide, you'll learn how to find the Tax Report, choose a time period, view your taxable and non-taxable sales and total tax collected, and customize the overview for dual or product-specific tax values.

Report Columns

The Tax Report includes the following columns:

Store Name: Displays the store where the invoice was created.

Created Date: Displays the invoice creation date.

Customer: Displays the customer associated with the invoice.

Invoice ID: Displays the unique invoice number.

Payment Method: Displays the payment method used on the invoice.

Payment Method Behavior

If only one payment method is used, that method will appear.
If multiple payment methods are used, all methods will appear separated by commas.

Tax: Displays the total tax amount for the invoice.

Tax Calculation Rules

Accrual Accounting

Full invoice tax amount is displayed.

Cash Accounting

Fully Paid Invoice → Full tax amount is displayed
Partially Paid Invoice → Proportional tax amount is displayed based on the payment received

Total: Displays the invoice total amount including tax.

Total Calculation Rules

Accrual Accounting

Full invoice total is displayed.

Cash Accounting

Fully Paid Invoice → Full total amount is displayed
Partially Paid Invoice → Amount received

Invoice Status: Displays the current invoice status.

Summary Tiles

The Tax Report includes summary tiles at the top for quick financial insights.

Taxable Amount: Displays the taxable portion of sales.

Non-Taxable Amount: Displays the non-taxable portion of sales.

Tax Collected: Displays the tax amount successfully collected through payments.

Total Sales: Displays total invoice sales value.

Tax Classes: Displays tax distribution across different tax classes.

Tax by Source: Displays tax amounts added manually from different sources, including WooCommerce, Shopify, recurring and regular invoices.

FAQs

How to open invoice details on the tax report?

To view invoice details, simply click on the invoice ID in the relevant order listing on the Tax Report page.

What can I view inside the drawer?

To help you investigate invoice activity without leaving the report, the drawer displays:

Invoice ID
Invoice Status
Invoice Date & Time
Due Date
Created By
Customer Details
Line Item Details
Total Amount
Paid Amount
Due Amount
Payment History