--- title: "Understanding the Tax Entity Report" slug: "understanding-the-tax-entity-report" updated: 2025-10-29T14:18:55Z published: 2025-10-29T14:18:55Z canonical: "guide.youraspire.com/understanding-the-tax-entity-report" --- > ## Documentation Index > Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt > Use this file to discover all available pages before exploring further. # Understanding the Tax Entity Report ## **Purpose** *Tax Entities* represent state, county, or city tax locations. *Tax Entities* can be grouped together using the *Tax Jurisdictions* screen to define broader areas called *Tax Jurisdictions.* The *Tax Entity Report* summarizes taxes collected for each tax entity for a specific time period. You can use this report to get detailed tax-related information from Aspire! --- ## **Requirements** 📑You’ve read *Setting Up Sales Tax in Aspire,* [here.](https://guide.youraspire.com/docs/setting-up-sales-tax-in-aspire) ✅You have *View Reports* permission and the *View Tax Entity Report* permission added to your *User Role.* --- ## **Understanding the Tax Entity Report Columns** [![AD_4nXea5cGoeEvRzqBF6fRqggwOL7l_c6DDpfsauZx4H-JbScokiX28qyg2Q--25VgnVXmMXmPRLoILf9HU6yCWEvKmY3pRQCjNvK6BqEg_U03P97pohLDYDDfDKHW7etEz2rf_Um_m7g.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXea5cGoeEvRzqBF6fRqggwOL7l_c6DDpfsauZx4H-JbScokiX28qyg2Q--25VgnVXmMXmPRLoILf9HU6yCWEvKmY3pRQCjNvK6BqEg_U03P97pohLDYDDfDKHW7etEz2rf_Um_m7g.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421563/49b854eac1d689816c3259b9868a/AD_4nXea5cGoeEvRzqBF6fRqggwOL7l_c6DDpfsauZx4H-JbScokiX28qyg2Q--25VgnVXmMXmPRLoILf9HU6yCWEvKmY3pRQCjNvK6BqEg_U03P97pohLDYDDfDKHW7etEz2rf_Um_m7g?expires=1757088000&signature=53f70942908fd092d5b993579cbd659136bc856351931d4c273301a8b25d60e1&req=dSMhFc18nIRZWvMW1HO4zew5UXITP1r85EVFb%2BLNboHldLACry%2BEC7QaQdEj%0AdO1jRkQ5ZEuL7rY3%2BDs%3D%0A) The *Tax Entity Report* is split into two groups of columns for reporting; they are called Invoiced Dollars and Payment Dollars. ### **Invoiced Dollars Group** [![AD_4nXe2QAIUUCWraZ8jn5EjQr9lAhQA-UjaUcD3ZUkwwAtPYAtxh1CNlyv-UHM5OPpwzHgmUIV-g1Gf88BoVaoREIKYV29P-D1Pi3AJgOeoqJfpJ-WMeUgdonlVzyCf43XOoAG7p2a4Jg.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXe2QAIUUCWraZ8jn5EjQr9lAhQA-UjaUcD3ZUkwwAtPYAtxh1CNlyv-UHM5OPpwzHgmUIV-g1Gf88BoVaoREIKYV29P-D1Pi3AJgOeoqJfpJ-WMeUgdonlVzyCf43XOoAG7p2a4Jg.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421561/91b0846d348a6942b08937c5db20/AD_4nXe2QAIUUCWraZ8jn5EjQr9lAhQA-UjaUcD3ZUkwwAtPYAtxh1CNlyv-UHM5OPpwzHgmUIV-g1Gf88BoVaoREIKYV29P-D1Pi3AJgOeoqJfpJ-WMeUgdonlVzyCf43XOoAG7p2a4Jg?expires=1757088000&signature=86f8ced7a8a3de2bef9526adacaee5c01f6fe7801b989fa7341c4773058be7bd&req=dSMhFc18nIRZWPMW1HO4zfJRTUqh%2BEjCJ0BYZhMK82qfzedulg8BOJ2Uxm8p%0Aw6ofWG2xympgpxfG3mM%3D%0A) 🧠 If you are paying taxes based on invoices from a specific time period, you will use the columns highlighted in gray. This is also known as the *Accrual Method Group* of this report. **Click** [here](https://care.youraspire.com/en/articles/10503613-understanding-the-tax-entity-report#h_b3923d1c73) to read about these columns! ### **Payment Dollars Group** [![AD_4nXfnf66vfoD8ZQXJIdbzxGS863g8LUsA8znHjAw1zAfikd4QPnYp87D57lOrwTWBrtLI26T0Ero-lCyiFINEYgdw02DVcITu14xlVCkOHF8HEcbox9teC9LyAydjupVFVlc7gRxjLw.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXfnf66vfoD8ZQXJIdbzxGS863g8LUsA8znHjAw1zAfikd4QPnYp87D57lOrwTWBrtLI26T0Ero-lCyiFINEYgdw02DVcITu14xlVCkOHF8HEcbox9teC9LyAydjupVFVlc7gRxjLw(1).png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421567/acd6a111e10d5239673f527ea306/AD_4nXfnf66vfoD8ZQXJIdbzxGS863g8LUsA8znHjAw1zAfikd4QPnYp87D57lOrwTWBrtLI26T0Ero-lCyiFINEYgdw02DVcITu14xlVCkOHF8HEcbox9teC9LyAydjupVFVlc7gRxjLw?expires=1757088000&signature=537335e0a8201355d98196195c1fd706510c409df8382101117accac6adf2b1d&req=dSMhFc18nIRZXvMW1HO4zb3W6NV6vH77DnJyRgVAymBAr0JssrT8jHFxB%2BVR%0AS8aL%2FH%2FOHnrO4ooFfL8%3D%0A) *Payment Dollars* represent payment received for an invoice. If you are paying taxes based on payments that have been applied to invoices, you should use these columns. **Click** [here](https://guide.youraspire.com/docs/understanding-the-tax-entity-report#columns-for-paying-taxes-based-on-invoiced-dollars-from-a-specific-time-period) to read about these columns! Next, we will review each column in this report, and explain what they mean! --- ## **Tax Entity Column** Regardless of the columns you use in this report, the *Tax Entity* column will display all tax entities that are in use for the time period you are reviewing the report for. The other vertical columns are used to further break down the data for each *Tax Entity* that is displayed in this column. [![AD_4nXdlmc8q_ZN7_-UtxfMOIOyYeyrO71MjTKRSVHnfaztC9JIEvv5FqTCrYnTvbwlExfsblPZFoRCDVM-BnoMnnxkZGz8rnsvc4IENFvQWu5ZYsXlL5fMJotw56cc9ZCne9flZ73vDPw.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXdlmc8q_ZN7_-UtxfMOIOyYeyrO71MjTKRSVHnfaztC9JIEvv5FqTCrYnTvbwlExfsblPZFoRCDVM-BnoMnnxkZGz8rnsvc4IENFvQWu5ZYsXlL5fMJotw56cc9ZCne9flZ73vDPw.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421552/4750f64c253a45033665a152c775/AD_4nXdlmc8q_ZN7_-UtxfMOIOyYeyrO71MjTKRSVHnfaztC9JIEvv5FqTCrYnTvbwlExfsblPZFoRCDVM-BnoMnnxkZGz8rnsvc4IENFvQWu5ZYsXlL5fMJotw56cc9ZCne9flZ73vDPw?expires=1757088000&signature=8179ad72fa0de95a6d90fab24ac561b761ace32eea16a372cbe77d6405ac5cb5&req=dSMhFc18nIRaW%2FMW1HO4zcBxYXxFQW7Qc7jg6t0u4i%2B45HgqGyXOrEfKwQj9%0AStgb4mHNAVlySkv%2FYIU%3D%0A) --- ## **Columns for Paying Taxes Based on Invoiced Dollars from a Specific Time Period** 🧠 If you are paying taxes based on invoices from a specific time period, you will use the columns highlighted in gray. ### **Invoiced Dollars Column** [![AD_4nXdFWO9R9zxynbUtp5KT8AG5yIBd1RLJw3IKVfziZS3Q9bP2ddGTz2TYTEWVfSEaY0btWYbpNMeuOhVL5KBzHAK-RTGTwz5NZxWeaEdbsNf3gZXQLOurzZGH7RRB_whjoyEUwnMLwQ.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXdFWO9R9zxynbUtp5KT8AG5yIBd1RLJw3IKVfziZS3Q9bP2ddGTz2TYTEWVfSEaY0btWYbpNMeuOhVL5KBzHAK-RTGTwz5NZxWeaEdbsNf3gZXQLOurzZGH7RRB_whjoyEUwnMLwQ.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421566/b69c35d557f8fc96b1b3cc1defc5/AD_4nXdFWO9R9zxynbUtp5KT8AG5yIBd1RLJw3IKVfziZS3Q9bP2ddGTz2TYTEWVfSEaY0btWYbpNMeuOhVL5KBzHAK-RTGTwz5NZxWeaEdbsNf3gZXQLOurzZGH7RRB_whjoyEUwnMLwQ?expires=1757088000&signature=f7119e4b133c15634fce8a00dfb632a068d2127ffc07693552bffd496b6d7ede&req=dSMhFc18nIRZX%2FMW1HO4zUqy5Xq4t1TheVf8ew0ImpKUT25xx3jj7a98Bdx5%0AMHknRRsAWBEJPV5NbCI%3D%0A) **The *Invoiced Dollars* column will show:** - The net total amount of all invoices, minus their taxes. - *Credit Memos*, including *Sales Tax.* 📌**Note:** Each *Tax Entity* line will show the **total** *Invoiced Dollars* amount. This column does **not** break down each entity's percentage. The total of this column will look inflated if you have multiple *Tax Entities* in a *Tax Jurisdiction*. ### **Taxable Dollars Column** [![AD_4nXd_l-e13sj2Qrm9jby-8cgSYoWrnbVOrEogYKhWzXi9KXjJtw5UyEZ89BDfunCjyY64fPmbHp09YUV9zAnlLrI5sdk3-Mdf248MwjicrssoqAhQ3Xb_qgn5RyMdbXN3tnv9kXE8.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXd_l-e13sj2Qrm9jby-8cgSYoWrnbVOrEogYKhWzXi9KXjJtw5UyEZ89BDfunCjyY64fPmbHp09YUV9zAnlLrI5sdk3-Mdf248MwjicrssoqAhQ3Xb_qgn5RyMdbXN3tnv9kXE8.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421553/a54c2a68a74f38055a6296524408/AD_4nXd_l-e13sj2Qrm9jby-8cgSYoWrnbVOrEogYKhWzXi9KXjJtw5UyEZ89BDfunCjyY64fPmbHp09YUV9zAnlLrI5sdk3-Mdf248MwjicrssoqAhQ3Xb_qgn5RyMdbXN3tnv9kXE8?expires=1757088000&signature=63fbf65787b7b5571828e6bce65616a89ab3603bb7f1009859ed5447cd2d7df5&req=dSMhFc18nIRaWvMW1HO4zfCkVQl%2FA5DoMdbhh5I0LuS6kXuYDl08effNU7%2BA%0ADVvUu2qf4wYukzSx%2FHg%3D%0A) **The *Taxable Dollars* column will show:** - Total invoiced amount of taxable services. - This amount will **include** dollars from *Tax Exempt Properties.* - To explain this further, this means that if the property is marked as *Tax Exempt*, but there are services or items on the estimate that are marked as taxable, they will appear in the *Taxable Dollars* column. - *Credit Memos,* including *Sales Tax.* 📌**Note:** Each *Tax Entity* line will show the **total** *Taxable Dollars* amount. This column does **not** break down each entity's percentage. The total of this column will look **inflated** if you have multiple *Tax Entities* in a *Tax Jurisdiction*. **More Information on How to Understand Inflated Amounts for the Invoiced Dollars and Taxable Dollars Columns:** To understand what the expected behavior should be with these reports, below is an example of Tax Jurisdiction with multiple Tax Entities and the Invoiced and Taxable Dollars. *📌* **Note:** The *Tax Jurisdiction* and *Tax Entity Percentages* used below are fictitious and are used for examples, only. Let’s start with an invoice of $1000 for a property with a *Tax Jurisdiction* in *Dallas.* [![AD_4nXfLNUo5b7D4dPnNPD4ch71W16r94rdIQOniCPMjrsaQjRTVSqJm3q6F34i-Pnr9cmbn3GUkP3ecgbdCx7u4KpLmvtvunAQEWyxz7lkzqK6L9xe_8T7ns-8roXSE-kWTHhkGNvYZBg.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXfLNUo5b7D4dPnNPD4ch71W16r94rdIQOniCPMjrsaQjRTVSqJm3q6F34i-Pnr9cmbn3GUkP3ecgbdCx7u4KpLmvtvunAQEWyxz7lkzqK6L9xe_8T7ns-8roXSE-kWTHhkGNvYZBg.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421578/779bc014a4074a2bbc402d8fb0e2/AD_4nXfLNUo5b7D4dPnNPD4ch71W16r94rdIQOniCPMjrsaQjRTVSqJm3q6F34i-Pnr9cmbn3GUkP3ecgbdCx7u4KpLmvtvunAQEWyxz7lkzqK6L9xe_8T7ns-8roXSE-kWTHhkGNvYZBg?expires=1757088000&signature=663ba499721d38c7f9c71fa8ba23d0764f3d4f2eeefbba4e7d14d1c5c381bf5c&req=dSMhFc18nIRYUfMW1HO4zSxUAdlKbjVgAe6oiL0sv4c3dh35udL1rP0sDoUT%0AFcEfW0mE44w78IMjqIg%3D%0A) The *Dallas Tax Jurisdiction* is 11%, which calculates to $110 *Total* *Sales Tax* for this invoice. [![AD_4nXdFz4lMmpt3VAcRcsRrJEAsUUmfsELgU1QuO02NzZgz2cllGdEYzEx4yOQpcJJ-dpLgCJakTQsLFAqKigups76bPaE1q8N3cCSmgTnSMAguxVuwDp37o9k0Ebrf5Kq1giDsURkGdg.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXdFz4lMmpt3VAcRcsRrJEAsUUmfsELgU1QuO02NzZgz2cllGdEYzEx4yOQpcJJ-dpLgCJakTQsLFAqKigups76bPaE1q8N3cCSmgTnSMAguxVuwDp37o9k0Ebrf5Kq1giDsURkGdg.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421569/cfbe425ee671c57e131a8e7cffa1/AD_4nXdFz4lMmpt3VAcRcsRrJEAsUUmfsELgU1QuO02NzZgz2cllGdEYzEx4yOQpcJJ-dpLgCJakTQsLFAqKigups76bPaE1q8N3cCSmgTnSMAguxVuwDp37o9k0Ebrf5Kq1giDsURkGdg?expires=1757088000&signature=0f2a48b24028c7f102db0c0123abf6db423e01583173ee6037eb969ad1458299&req=dSMhFc18nIRZUPMW1HO4zfJnKchs%2FZQ46aTN8Ai%2Faa%2FkLGN5SuU7nx5DSXrK%0AZVbWynPxN3FXtS2ut90%3D%0A) This is calculated from the entities that make up the *Dallas Tax Jurisdiction.* The *Dallas Tax Jurisdiction* has *3 Tax Entities*: *Dallas MTA (2% or $20 for this invoice), Dallas City (6% or $60 for this invoice),* and *State Sales Tax (3% or $30 for this invoice).* [![AD_4nXdN8y9bWJx7NgIRDBZLCOog2uHXIEofTYD813hRtIV_fai4L0VNd6arPP3aB-tbcmKqvwt7d8YG8qg8aiMj61k_9U81jx3RB_-HQ_mMK6v0f7H7SLiSoNvVZhjxn_lwd0rTdEcIrw.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXdN8y9bWJx7NgIRDBZLCOog2uHXIEofTYD813hRtIV_fai4L0VNd6arPP3aB-tbcmKqvwt7d8YG8qg8aiMj61k_9U81jx3RB_-HQ_mMK6v0f7H7SLiSoNvVZhjxn_lwd0rTdEcIrw.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421573/2d9657740795501b054dbad3225c/AD_4nXdN8y9bWJx7NgIRDBZLCOog2uHXIEofTYD813hRtIV_fai4L0VNd6arPP3aB-tbcmKqvwt7d8YG8qg8aiMj61k_9U81jx3RB_-HQ_mMK6v0f7H7SLiSoNvVZhjxn_lwd0rTdEcIrw?expires=1757088000&signature=c1a7e0450fef1c7dcf89eb699d2e3e0f576f18efae08102d5ed771732d86181f&req=dSMhFc18nIRYWvMW1HO4zVDcgiTPM%2BCkbJyKU8pX%2BKn86C0hub8RP5FDW5jz%0AjhG4%2FwxwYbw7vVzlIY8%3D%0A) - When reviewing the *Tax Entity* report data, each entity will show $1,000 for *Invoiced Dollars* making a total of $3,000. [![AD_4nXeoCj0XHW2WA3AkgS6lIPiVHyPyigMsekSpHTYHgoERg9hc85Rh7Xqa6mhTSGD-sLoQKpc2yYu3OdlPZBMWZeCpHr2K81cvhJ3WBEvSFM9r7d5BW8985XHzFDuRT07ao8_KYoCywQ.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXeoCj0XHW2WA3AkgS6lIPiVHyPyigMsekSpHTYHgoERg9hc85Rh7Xqa6mhTSGD-sLoQKpc2yYu3OdlPZBMWZeCpHr2K81cvhJ3WBEvSFM9r7d5BW8985XHzFDuRT07ao8_KYoCywQ.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421562/232ddf180a31dce454f247c67098/AD_4nXeoCj0XHW2WA3AkgS6lIPiVHyPyigMsekSpHTYHgoERg9hc85Rh7Xqa6mhTSGD-sLoQKpc2yYu3OdlPZBMWZeCpHr2K81cvhJ3WBEvSFM9r7d5BW8985XHzFDuRT07ao8_KYoCywQ?expires=1757088000&signature=ab65cef75f838c5926d3c6fb4e5de65fd153c4f7018d0e3cca36f5e59b10431b&req=dSMhFc18nIRZW%2FMW1HO4zQBYRzoy3q9b7J9VHnvfzct6lzbJgu2BJ3DH%2FsM9%0Aa4YeAaUIq%2FCbHpT986s%3D%0A) - Look at the *Tax Amount Column:* [![AD_4nXe2RoPhyT_w2_ImriDejAPVsbBrhpj8nNRaOO-xl1OwUSqLL9Tm_vHQkJuMFOEO223l4jAMeqICHqq6Tfvr2DRAOE4EOb-ReXEDBO0m9vjHhdyvXTYwTikpOYFOnhVSBeJjp40InQ.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXe2RoPhyT_w2_ImriDejAPVsbBrhpj8nNRaOO-xl1OwUSqLL9Tm_vHQkJuMFOEO223l4jAMeqICHqq6Tfvr2DRAOE4EOb-ReXEDBO0m9vjHhdyvXTYwTikpOYFOnhVSBeJjp40InQ.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421558/c5250836cf50b956e6f277534fef/AD_4nXe2RoPhyT_w2_ImriDejAPVsbBrhpj8nNRaOO-xl1OwUSqLL9Tm_vHQkJuMFOEO223l4jAMeqICHqq6Tfvr2DRAOE4EOb-ReXEDBO0m9vjHhdyvXTYwTikpOYFOnhVSBeJjp40InQ?expires=1757088000&signature=d7c54cf22fa8ccc309b9b09e0bf37544bd82caa8ef44db1fe71e4ff298193041&req=dSMhFc18nIRaUfMW1HO4zflwja03fItH0FthnVEbtjJA8%2FZoXJLL82JYLZmr%0AnISDVQC8Im9eX2WVOPQ%3D%0A) **📌Note:** The *Tax Amount* column will display the accurate *Sales Tax* amount for each tax entity! ### **Tax Amount Column** [![AD_4nXcyBl7InW14NwA1GHr3ZYzNvdshSOAstX6h2hk1KBIReTTFwtvaf1mIyIaeMWZUpVc5J08UNBpo4XlWsEZ9u2P4-6A4_l2f8064tNbtilpUzTE8akJVXUmxz3RrWfY7uxGn9i1lXA.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXcyBl7InW14NwA1GHr3ZYzNvdshSOAstX6h2hk1KBIReTTFwtvaf1mIyIaeMWZUpVc5J08UNBpo4XlWsEZ9u2P4-6A4_l2f8064tNbtilpUzTE8akJVXUmxz3RrWfY7uxGn9i1lXA.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421564/6bf70775cffda193332810003463/AD_4nXcyBl7InW14NwA1GHr3ZYzNvdshSOAstX6h2hk1KBIReTTFwtvaf1mIyIaeMWZUpVc5J08UNBpo4XlWsEZ9u2P4-6A4_l2f8064tNbtilpUzTE8akJVXUmxz3RrWfY7uxGn9i1lXA?expires=1757088000&signature=cbf8e6a80250a5c2ac0bafe96a331cd3791af6abf6596540725bd810101db579&req=dSMhFc18nIRZXfMW1HO4zU2iUsF3xjczHN6pcV7ulKpgSzm0vcBq02fc45n9%0AsQ64LDTshBw3oK8eNj8%3D%0A) **The *Tax Amount Column* will show:** - The *Calculated Tax Amount* of the *Taxable Dollars* on *Taxable Properties.* - *Credit Memos,* including *Sales Tax.* - The total of this column will match the *Sales Tax* on the *Revenue tab* on the *End of Month* report. --- ## **Columns for Paying Taxes Based on Received Payments** Next, we will review the columns that are highlighted in white in this report. The *Payment Dollars, Taxable Dollars, and Tax Amount* columns on this portion of the report represent payment received for an invoice. 💡**Reminder:** If you are paying taxes based on payments that have been applied to invoices, you should **use these columns.** ### **Payment Dollars Column** [![AD_4nXeA2sDR0EHWQA1jAiYeCos6misG5MQOYRuh2iwgT6C__OBXwPDn0DgfYo3J0AXsV_V0VJhXzqS0syQt1_agxQFJF6T8XShWmTdciVOcEib7ZHxE9e0iJKyLJHdN4_SWTqaUe8k1mQ.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXeA2sDR0EHWQA1jAiYeCos6misG5MQOYRuh2iwgT6C__OBXwPDn0DgfYo3J0AXsV_V0VJhXzqS0syQt1_agxQFJF6T8XShWmTdciVOcEib7ZHxE9e0iJKyLJHdN4_SWTqaUe8k1mQ.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421565/8a13a9dde12dc8dba6fefc316512/AD_4nXeA2sDR0EHWQA1jAiYeCos6misG5MQOYRuh2iwgT6C__OBXwPDn0DgfYo3J0AXsV_V0VJhXzqS0syQt1_agxQFJF6T8XShWmTdciVOcEib7ZHxE9e0iJKyLJHdN4_SWTqaUe8k1mQ?expires=1757088000&signature=ffc7f71f1e8a15e53b6413356b8b0c678821789547bec6fa0c9c1939c8514c34&req=dSMhFc18nIRZXPMW1HO4zU7dnTwEWJYTWufzb0g0c7DGlLQNClUcFT8dKQpW%0AuB6f8NZ303eAa1iNaVk%3D%0A) **The *Payment Dollars* column will show:** - The dollar amount paid that has been **applied** to an invoice. - If the payment has **not been applied** to an invoice it will **not** show up on the *Tax Entity Report.* - *The net total amount of payments* ***applied*** *to invoices,* ***excluding*** *tax.* 📌**Note:** The *Payment Dollars* amount applied to the invoice will **appear** on this report in the month the payment was **applied.** - **An example of this is if you receive a payment in June and don’t apply it to an invoice till August, August is the month that will count the Payment Dollars for that invoice.** - **Drill** into the *Payment Dollars* total for *Dallas City*: [![AD_4nXeh0byJBpqNJcauTiQy7G-7c5HiWAIq4p1R4KRevIx21Hts5wRXgop2JMth2gKey0mLMIVYsdq3dD0Xpppv6KroHzZP0CmC39rgBRYpPfHORxnYQOAoTG3LP8izjmwWY29aSEBnOQ.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXeh0byJBpqNJcauTiQy7G-7c5HiWAIq4p1R4KRevIx21Hts5wRXgop2JMth2gKey0mLMIVYsdq3dD0Xpppv6KroHzZP0CmC39rgBRYpPfHORxnYQOAoTG3LP8izjmwWY29aSEBnOQ.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421580/8efe03483cc4b5d04cd89835476a/AD_4nXeh0byJBpqNJcauTiQy7G-7c5HiWAIq4p1R4KRevIx21Hts5wRXgop2JMth2gKey0mLMIVYsdq3dD0Xpppv6KroHzZP0CmC39rgBRYpPfHORxnYQOAoTG3LP8izjmwWY29aSEBnOQ?expires=1757088000&signature=2fd0c5085b0ada97c6ac4774195604a5ca883d249c7ecb73612e196a36f08e5b&req=dSMhFc18nIRXWfMW1HO4zSOkGmD45kVTRbT%2FcBGSOFkM9RFuCNGWAMcFf9fX%0ANxPbxunYWfdjGK2Bj%2F0%3D%0A) - You can see the payment was applied with a backdate of June, but it’ll still appear on the Tax Entity Report for January since that’s when the invoice payment was applied. [![AD_4nXcOMPC5qPH-YotNVroS8PdVuBIP1PXXSUF6ucEfqZRherf9aJh-ilH6U6frrKkhZHyIGGKYyCGp5bHYwY6adtBvFiazHscth5HsJCQ0x5A2sMPEHTBuM7xLquEKK8daBOsjvLGdaQ.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXcOMPC5qPH-YotNVroS8PdVuBIP1PXXSUF6ucEfqZRherf9aJh-ilH6U6frrKkhZHyIGGKYyCGp5bHYwY6adtBvFiazHscth5HsJCQ0x5A2sMPEHTBuM7xLquEKK8daBOsjvLGdaQ.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421568/7272348b4743a91ff310f329b890/AD_4nXcOMPC5qPH-YotNVroS8PdVuBIP1PXXSUF6ucEfqZRherf9aJh-ilH6U6frrKkhZHyIGGKYyCGp5bHYwY6adtBvFiazHscth5HsJCQ0x5A2sMPEHTBuM7xLquEKK8daBOsjvLGdaQ?expires=1757088000&signature=1642960f8d4051d1d09a96558235e54ac73f8f745a2545c2a283d0f1b6f17d8e&req=dSMhFc18nIRZUfMW1HO4zU%2F8db%2Fj9cJN8cQHPrqXipGrYWMm0G1sRGhOkJKj%0Ad0OmGALOQOV%2B537d4gQ%3D%0A) 📌**Note:** *Credit Memos* with Sales Tax will **not** be reflected in this column automatically. You will need to track these amounts and subtract them from the total. Each tax entity line will show the **entire** *Payment Amount.* The total of this column will look inflated if two different invoices are paid with the same check or credit card. **Example:** If a client pays two $800 invoices on the same check, the *Payment Dollars* column will display $1,600 twice because it shows the payment total and **not the amount applied to the invoice.** ### **Taxable Dollars Column** [![AD_4nXeMFxerpw1bGGsMS8g7I4EDeNbclhqWIbiq5tj7HAg8J3GDHITwfuxOGiZIlHNgBcMefWk5sTXIFeHk1AXO5ZkZiHlhi6lfIIRkQ8niLCFjZMXQR2vqjt7g-7lj5xJnQ6IG0aCEPA.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXeMFxerpw1bGGsMS8g7I4EDeNbclhqWIbiq5tj7HAg8J3GDHITwfuxOGiZIlHNgBcMefWk5sTXIFeHk1AXO5ZkZiHlhi6lfIIRkQ8niLCFjZMXQR2vqjt7g-7lj5xJnQ6IG0aCEPA.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421556/812ec03905e129cac5a289d0482d/AD_4nXeMFxerpw1bGGsMS8g7I4EDeNbclhqWIbiq5tj7HAg8J3GDHITwfuxOGiZIlHNgBcMefWk5sTXIFeHk1AXO5ZkZiHlhi6lfIIRkQ8niLCFjZMXQR2vqjt7g-7lj5xJnQ6IG0aCEPA?expires=1757088000&signature=278d3d489f35202343ddfd54c34d1bd34146f7c2eb2388da4e9a3348f98a25b9&req=dSMhFc18nIRaX%2FMW1HO4zeSD9njDUl%2B2X%2Bkhs%2FPTlO06Nj9Q6CY%2FmS0xwj4k%0AIhDCOESpcmoQF22bWH8%3D%0A) **The *Taxable Dollars* column will show:** - Total invoiced amount of taxable services. - This amount will **include** dollars from *Tax Exempt Properties.* - To explain this further, this means that If the property is marked as *Tax Exempt*, but there are services or items on the estimate that are marked as taxable, they will appear in the *Taxable Dollars* column. **📌Note:** *Credit Memos* with *Sales Tax* will **not** be reflected here. You must manually track those amounts and subtract them from the total*.* ### **Tax Amount Column** [![AD_4nXfaHSO-szGYI3JpSSuUyglNLl0XiT4UzYPflSWhDyvliCImWC5FLsJTuOS2Xm4-Se6aabsqSDaPQ9kdq1rrmhRQMsmTBx9duMyTo2QTt0C9K_sutJnR_V4XYndf8wWVrtKTuiKeZw.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXfaHSO-szGYI3JpSSuUyglNLl0XiT4UzYPflSWhDyvliCImWC5FLsJTuOS2Xm4-Se6aabsqSDaPQ9kdq1rrmhRQMsmTBx9duMyTo2QTt0C9K_sutJnR_V4XYndf8wWVrtKTuiKeZw.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421571/880624b0ab88f99143f89f552856/AD_4nXfaHSO-szGYI3JpSSuUyglNLl0XiT4UzYPflSWhDyvliCImWC5FLsJTuOS2Xm4-Se6aabsqSDaPQ9kdq1rrmhRQMsmTBx9duMyTo2QTt0C9K_sutJnR_V4XYndf8wWVrtKTuiKeZw?expires=1757088000&signature=ed9bbf83a4861b7de9e8b0968c65b9a36bfae8999e23ab862b826e99d2a21fd5&req=dSMhFc18nIRYWPMW1HO4zQSq%2BEXaDMBM8130it%2FcY9TRLMZWA00A0XcRFDef%0AYm3TieicWU1uAqwI6ww%3D%0A) This column displays the calculated tax amount of taxable dollars from *Invoices* that a payment was applied to for taxable properties. 📌**Note:** *Credit Memos* with Sales Tax will **not** be reflected here. You must manually track those amounts and subtract them from the total. --- ## **Comparing Invoiced Dollar Amounts for Multiple Tax Entities** 🧠 If you have only one tax entity in each of your tax jurisdictions, you can [**skip**](/user-guide/docs/understanding-the-tax-entity-report#comparing-the-tax-amount-in-the-tax-entity-report-to-the-end-of-month-report-for-the-same-date-range) this section and move onto the next section! 👇 If you have **multiple entities** in your tax jurisdictions, you will need to confirm the true *Invoiced Dollars* for the month. **Follow the instructions below.** - You will need to first navigate to the *End of Month* report in the *Reporting* module. [![AD_4nXcs7JuKo8ybq-NisR4As2vqz4v0lYTXUdgNqB-sYskGS1b_c_WFEkBQS5LkHBeRDrITFiN6zSyrV3ajKjDiLfjmIJ0bvHAmxjkcXTEhBnZ-9NbrYE1f7hnZHw4b3IDO8BiOQeMYHg.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXcs7JuKo8ybq-NisR4As2vqz4v0lYTXUdgNqB-sYskGS1b_c_WFEkBQS5LkHBeRDrITFiN6zSyrV3ajKjDiLfjmIJ0bvHAmxjkcXTEhBnZ-9NbrYE1f7hnZHw4b3IDO8BiOQeMYHg.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421575/cd516ee909dafe7fe42a5cd53523/AD_4nXcs7JuKo8ybq-NisR4As2vqz4v0lYTXUdgNqB-sYskGS1b_c_WFEkBQS5LkHBeRDrITFiN6zSyrV3ajKjDiLfjmIJ0bvHAmxjkcXTEhBnZ-9NbrYE1f7hnZHw4b3IDO8BiOQeMYHg?expires=1757088000&signature=63ec978121dc04a1af5e15b3fcb862107a8dbcc300ad28e823d0b36f2078af7c&req=dSMhFc18nIRYXPMW1HO4zU78bLeywPc1%2FqCX7iF7nMVrVt564pn9sYc%2FtQSp%0AjElkuzIKfGudsI4H6m4%3D%0A) - Once you are in the *End of Month* report *Revenue* tab, change the *Date Range* filter to the date range you want to review the true *Invoiced Dollars* for*.* [![AD_4nXczCrmny3da8qfl8DTX_DtXZwDtpgOTe0p-_jiV3TvepyJfoXQEm0vmDAqihDmtu3C_Q78mZUKoKbjWIqVnhk83DTFBmyOdjmEcYeAOL2oERY4F7UdS8TYD9DIVekTjylO7d467.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXczCrmny3da8qfl8DTX_DtXZwDtpgOTe0p-_jiV3TvepyJfoXQEm0vmDAqihDmtu3C_Q78mZUKoKbjWIqVnhk83DTFBmyOdjmEcYeAOL2oERY4F7UdS8TYD9DIVekTjylO7d467.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421560/baceaa9e05c61906aa2a6a0ca350/AD_4nXczCrmny3da8qfl8DTX_DtXZwDtpgOTe0p-_jiV3TvepyJfoXQEm0vmDAqihDmtu3C_Q78mZUKoKbjWIqVnhk83DTFBmyOdjmEcYeAOL2oERY4F7UdS8TYD9DIVekTjylO7d467?expires=1757088000&signature=0f78f717418ffbffb7aebfd9d8360a44271dd66956037b3e93357b44d1e402b6&req=dSMhFc18nIRZWfMW1HO4zRmshj4UgzJA5OrYCPuyQcUkpz%2FKprWF9uBBMjqr%0AI7%2F28llN5PG9Y109CjI%3D%0A) - **Scroll** to the *All Branches Revenue* section of the report and **select** *Invoices.* [![AD_4nXe3s0D9SmAHFOLRU6yGGi2vuqXFf2XzwnO1g1J2dDRZgdULZyntJDb0jietQiql1u0JewdmJ7zjNBj_PD3Gxq6PPPWX3s1ZLea-UWC7YF2F3bOn-5F6om6_fgbY9OLH6qSTJOmJXQ.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXe3s0D9SmAHFOLRU6yGGi2vuqXFf2XzwnO1g1J2dDRZgdULZyntJDb0jietQiql1u0JewdmJ7zjNBj_PD3Gxq6PPPWX3s1ZLea-UWC7YF2F3bOn-5F6om6_fgbY9OLH6qSTJOmJXQ.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421570/994ab15e4e10f52f7dc788ff81b5/AD_4nXe3s0D9SmAHFOLRU6yGGi2vuqXFf2XzwnO1g1J2dDRZgdULZyntJDb0jietQiql1u0JewdmJ7zjNBj_PD3Gxq6PPPWX3s1ZLea-UWC7YF2F3bOn-5F6om6_fgbY9OLH6qSTJOmJXQ?expires=1757088000&signature=de9b6040103df88396f2045d0c0bc691aab2343b4606d3bf1fab692eadfe6404&req=dSMhFc18nIRYWfMW1HO4zWbiXozXNu4HW50wZ6oyPekCXi2ow4Qy0Iq2l5kK%0A0UjbkTAyoyc1%2FKDuEdY%3D%0A) - **Add** display columns for *Amount* and *Tax* and under the *Total* drop down on these display columns, make sure the selection is marked as *Sum.* [![AD_4nXcCfxKDb3Db7cHw_KvIYdqQNbO3AX03lSa7NVgxkGOBccdvHRCnZciFJwm9UdbFzXcI3fznpxAammEEZ6C4xd1jkelmPbvh3Mhr5sP0J8W9JkYhqXseJfLIdP_p-CeE2O3q6kRrRw.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXcCfxKDb3Db7cHw_KvIYdqQNbO3AX03lSa7NVgxkGOBccdvHRCnZciFJwm9UdbFzXcI3fznpxAammEEZ6C4xd1jkelmPbvh3Mhr5sP0J8W9JkYhqXseJfLIdP_p-CeE2O3q6kRrRw.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421572/0f278688fe84eb3470770b31aaa4/AD_4nXcCfxKDb3Db7cHw_KvIYdqQNbO3AX03lSa7NVgxkGOBccdvHRCnZciFJwm9UdbFzXcI3fznpxAammEEZ6C4xd1jkelmPbvh3Mhr5sP0J8W9JkYhqXseJfLIdP_p-CeE2O3q6kRrRw?expires=1757088000&signature=026af36b13a1c31d7323c8e5fb8e41da1bbe865ccbff9ec3c8d7bdcfb13e9f11&req=dSMhFc18nIRYW%2FMW1HO4zSOMOXwTu4i%2FcnVA7od6eQgNRI%2Fx5nv8%2Bn5BjL6g%0AM7TxFsg4Y3JbfmM%2BVAI%3D%0A) - This report will now display everything that has been **invoiced** except for *Credit Memos.* - Then, go back to the main *End of Month* report and the *All Branches Revenue* tab. This time, **drill** into the *Credits* line item. [![AD_4nXdfyhvtx28LWm_3IgsD-Y0rE5UdEbEH8rSzsjIitBStAJuq89bAaVJZqoHmZMdqHUZ3eVxr_pAtXSeoFPbshimmFHo1Ry8_Z4C1hJe8B1-vOEUUFwx4WuOjwt7GjgWL8iwufmLjlw.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXdfyhvtx28LWm_3IgsD-Y0rE5UdEbEH8rSzsjIitBStAJuq89bAaVJZqoHmZMdqHUZ3eVxr_pAtXSeoFPbshimmFHo1Ry8_Z4C1hJe8B1-vOEUUFwx4WuOjwt7GjgWL8iwufmLjlw.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421555/de645bbc76d881cc82941e663666/AD_4nXdfyhvtx28LWm_3IgsD-Y0rE5UdEbEH8rSzsjIitBStAJuq89bAaVJZqoHmZMdqHUZ3eVxr_pAtXSeoFPbshimmFHo1Ry8_Z4C1hJe8B1-vOEUUFwx4WuOjwt7GjgWL8iwufmLjlw?expires=1757088000&signature=4afb0ae9eaf8bed340874e3c8ba78f678964a7e8443be79e97a0bca9209d50d0&req=dSMhFc18nIRaXPMW1HO4ze3AsyufaWCA9UG%2Bdx%2BWWv0WohlYxgJCPiMRr4rH%0AVuJeo6E1TEH0P4Jo4P8%3D%0A) - **Add** the display columns of *Sale Amount* and *Tax* and under the *Total* drop down on these display columns, make sure the selection is marked as *Sum.* [![AD_4nXeRthqYHPtaFexnt1i_drj3WDFveSpadSqAUJhQSpaUHmQer-id93fTE6oXtUwPdgBu_MvmII5dOelp7lXZQnoXI-zcrY9d6J6TUKEIIO2jgWjJff7QqopDxZplIbam5a-oCLGK3A.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXeRthqYHPtaFexnt1i_drj3WDFveSpadSqAUJhQSpaUHmQer-id93fTE6oXtUwPdgBu_MvmII5dOelp7lXZQnoXI-zcrY9d6J6TUKEIIO2jgWjJff7QqopDxZplIbam5a-oCLGK3A.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421576/1b3d1891f04016258aa3bb20efdc/AD_4nXeRthqYHPtaFexnt1i_drj3WDFveSpadSqAUJhQSpaUHmQer-id93fTE6oXtUwPdgBu_MvmII5dOelp7lXZQnoXI-zcrY9d6J6TUKEIIO2jgWjJff7QqopDxZplIbam5a-oCLGK3A?expires=1757088000&signature=241eae91279a501e3c99bb9d63eb69c140a2b6d882b276c87d88df297a981d9a&req=dSMhFc18nIRYX%2FMW1HO4zXg%2FdkYvC%2FcNHeMGexapbB2Kjhodq0W0Rsc3fxll%0AtA59ghzhFsGRNBHkMbQ%3D%0A) You can take the *Invoiced Amount Total* and **subtract** the *Credit Memo* *Sales Amount* and then, you will have the true *Invoiced Amount* for the month. --- ## **Comparing the Tax Amount in the Tax Entity Report to the End of Month Report for the Same Date Range** If you need to **compare** the *Tax Amount* in the *Tax Entity* report to the *End of Month report* for the same time period for extra accuracy, follow the instructions below: - You will need to use the *End of Month* report for this process as well, so **navigate** to the *Reporting* module. [![AD_4nXdruWTuEeVOnDcXNGC7V9C0rrcw5X0W_U4MMzgLqOj2Lfq9dL-I3AYougM-EoZ027ukV4i_WkmAOtDPkDsiTdrb3o12cN7Vl6o36TO8OS3ibWwxcQx7ZslNfmVIUQLk3dYAZZgIHA.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXdruWTuEeVOnDcXNGC7V9C0rrcw5X0W_U4MMzgLqOj2Lfq9dL-I3AYougM-EoZ027ukV4i_WkmAOtDPkDsiTdrb3o12cN7Vl6o36TO8OS3ibWwxcQx7ZslNfmVIUQLk3dYAZZgIHA.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421574/ecc21ccd7fca9f33a4376bb29b6d/AD_4nXdruWTuEeVOnDcXNGC7V9C0rrcw5X0W_U4MMzgLqOj2Lfq9dL-I3AYougM-EoZ027ukV4i_WkmAOtDPkDsiTdrb3o12cN7Vl6o36TO8OS3ibWwxcQx7ZslNfmVIUQLk3dYAZZgIHA?expires=1757088000&signature=04853f61dd84fa12e3fef5fdb2a1db6286b4fe98e0aea70144958b7362e85ad3&req=dSMhFc18nIRYXfMW1HO4zc%2BBTEoQktEQHvu6yZgql2ZR1LK2grE0ldLHwfO%2B%0A%2FI9tuLCxEJRhCqkuMVs%3D%0A) - Once you are in the *End of Month* report *Revenue* tab, **change** the *Date Range* filter to the date range you want to review. [![AD_4nXdkf-jnc9dYW9cbofBv32sVqJDgG1jYLPGIY6t1FD-w4uO-nYTN4l6UBycPSNr_FrOxinjEBWnvnpRgKuHsogQCt29GNi4xeEwRVGjN3SXWYKizeFIxhB03bChQblEwbHIrpMS1NA.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXdkf-jnc9dYW9cbofBv32sVqJDgG1jYLPGIY6t1FD-w4uO-nYTN4l6UBycPSNr_FrOxinjEBWnvnpRgKuHsogQCt29GNi4xeEwRVGjN3SXWYKizeFIxhB03bChQblEwbHIrpMS1NA.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421557/e9279902eb850fa50166611a99a2/AD_4nXdkf-jnc9dYW9cbofBv32sVqJDgG1jYLPGIY6t1FD-w4uO-nYTN4l6UBycPSNr_FrOxinjEBWnvnpRgKuHsogQCt29GNi4xeEwRVGjN3SXWYKizeFIxhB03bChQblEwbHIrpMS1NA?expires=1757088000&signature=a0304f7714056d8728ffd9b7face9fe8d263373174809ed3103009abfc3f0b56&req=dSMhFc18nIRaXvMW1HO4zcdE%2BofbeKFrRvnh%2FfJqdUMSGgJbD%2FsrTiMbFr26%0ALpOU2cyC5o7BXX1mkxw%3D%0A) - **Scroll** to the *All Branches Revenue* section of the report and **select** *Invoices.* [![AD_4nXcDoh5E74JCpPfR_4JpZTAN2pOrsKcKg1MIdTuMU5lCpH-weWbJ4bMQiT0e4Y3ETx_2ABB0HG4yghoQghAvj_Pznx6GBNnwR3tgRyZDSxEepGHDnNjd3A29lmMHAOaZi9DfyitO.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXcDoh5E74JCpPfR_4JpZTAN2pOrsKcKg1MIdTuMU5lCpH-weWbJ4bMQiT0e4Y3ETx_2ABB0HG4yghoQghAvj_Pznx6GBNnwR3tgRyZDSxEepGHDnNjd3A29lmMHAOaZi9DfyitO.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421554/c7e65936737996017b17192e8388/AD_4nXcDoh5E74JCpPfR_4JpZTAN2pOrsKcKg1MIdTuMU5lCpH-weWbJ4bMQiT0e4Y3ETx_2ABB0HG4yghoQghAvj_Pznx6GBNnwR3tgRyZDSxEepGHDnNjd3A29lmMHAOaZi9DfyitO?expires=1757088000&signature=6bbeb19b5bf3b5642df6b37f4611fe1c1dbbe625de455b0d79c1c1fef887a8cb&req=dSMhFc18nIRaXfMW1HO4zbeJU6LMwhYylPQJI8rhyXxATITP11EPBTU4CRMd%0AWO62x4sdLHrI4rQqcwg%3D%0A) - **Add** the display column of *Tax* and under the *Total* drop down on these display columns, make sure the selection is marked as *Sum.* - *The Tax amount does not include any Credit Memos.* [![AD_4nXd8Jz3-UMxBl6rwX_wf0ygCDkcc7UspzFvJok953iKEEhm0q8NgkMcqeuFOd1HwX180JJLYQmvYFMmNrQmz1EHpHLmSn0jmDWL3_iqPt9kyZrmreBrQ3UAKn0rWH86bYKqOgk4l.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXd8Jz3-UMxBl6rwX_wf0ygCDkcc7UspzFvJok953iKEEhm0q8NgkMcqeuFOd1HwX180JJLYQmvYFMmNrQmz1EHpHLmSn0jmDWL3_iqPt9kyZrmreBrQ3UAKn0rWH86bYKqOgk4l.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421577/46a4f047f6d314038b4c8d356b59/AD_4nXd8Jz3-UMxBl6rwX_wf0ygCDkcc7UspzFvJok953iKEEhm0q8NgkMcqeuFOd1HwX180JJLYQmvYFMmNrQmz1EHpHLmSn0jmDWL3_iqPt9kyZrmreBrQ3UAKn0rWH86bYKqOgk4l?expires=1757088000&signature=99257a1f04ef6e293bd67051cd70f07886f2cb8fd89074922c76267d2441af67&req=dSMhFc18nIRYXvMW1HO4zbnP9pfjMJCC1ywZmaOGGEd3AVBFQiGe8qEPtLhw%0AdYDV7ByOZODj9UsLWx4%3D%0A) - *Next, go back to the End of Month report’s All Branch Revenue and* ***drill*** *into the Credits line item.* [![AD_4nXekA9ZsQFmAtUpB21Gllhsm6m49_ednNHim5qZRi_YQyjhJkYYBSfIsMad6mpXUZ4Vm-5cNy5XxJjuWZjWL0V4TuSKlO_yAzpEC59pd1c9fFicMJAvC2WgNU8l2rR9012joqrpK.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXekA9ZsQFmAtUpB21Gllhsm6m49_ednNHim5qZRi_YQyjhJkYYBSfIsMad6mpXUZ4Vm-5cNy5XxJjuWZjWL0V4TuSKlO_yAzpEC59pd1c9fFicMJAvC2WgNU8l2rR9012joqrpK.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421559/e5ef1d87c42440fb27a5a35d6e25/AD_4nXekA9ZsQFmAtUpB21Gllhsm6m49_ednNHim5qZRi_YQyjhJkYYBSfIsMad6mpXUZ4Vm-5cNy5XxJjuWZjWL0V4TuSKlO_yAzpEC59pd1c9fFicMJAvC2WgNU8l2rR9012joqrpK?expires=1757088000&signature=6575bedcb64b16af8d7e82884e183418b777d6c1ee439429f4d1a82602b11c90&req=dSMhFc18nIRaUPMW1HO4zT6JlATjYIlMnrrw0PIbLKzBOT4q3%2Bx1W9pbNbUd%0ACgndieM5fAxGdE7Z1Q4%3D%0A) - ***Add*** the display column of *Tax* and under the *Total* drop down on these display columns, make sure the selection is marked as *Sum*. [![AD_4nXcDlciJ_nuBeTtokM73_cOfJOa3g2NoN2oYpeBrzcV2kEIJTiZ2bdEWm-TFDTUJtfw8dPuNOwPHdRJLMsWsIzeECiix5uRqplsVyzFjyQCrfHLM2CvUwVQ4PEZP0osExV2Jud1qkQ.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/AD_4nXcDlciJ_nuBeTtokM73_cOfJOa3g2NoN2oYpeBrzcV2kEIJTiZ2bdEWm-TFDTUJtfw8dPuNOwPHdRJLMsWsIzeECiix5uRqplsVyzFjyQCrfHLM2CvUwVQ4PEZP0osExV2Jud1qkQ.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A32Z&se=2026-11-13T11%3A36%3A32Z&sr=c&sp=r&sig=d5kMKoQoLNOwzCF0BTrqX8AlUobzgkE%2FjtPR9f5szwY%3D)](https://downloads.intercomcdn.com/i/o/mzezv7b9/1363421579/894f8634e7448d902d676c90cb02/AD_4nXcDlciJ_nuBeTtokM73_cOfJOa3g2NoN2oYpeBrzcV2kEIJTiZ2bdEWm-TFDTUJtfw8dPuNOwPHdRJLMsWsIzeECiix5uRqplsVyzFjyQCrfHLM2CvUwVQ4PEZP0osExV2Jud1qkQ?expires=1757088000&signature=06c966d341d6ad035aeca852bf88cc395166e7a79138eab2d6280cedf37797ef&req=dSMhFc18nIRYUPMW1HO4zQ8h1%2B7yP8lU6GFEX%2F%2Fk%2BiMBjWrrKsCSgKv1miEL%0ArR1CrWUhDLEUEM2jwcI%3D%0A) - **Use** the *Invoice Tax* amount and **subtract** the *Credit Memo Tax* amount. - That should **equal** the *Total Sales* tax and also will match the total *Tax* amount in the *Tax Entity* report.