The Sales Tax report is where you go to answer "how much sales tax do we owe right now, and what have we already filed?" It lives at /app/reports/sales-tax — reachable from the Reports hub's Financial category (the "Sales Tax" card routes straight here rather than opening an inline mini-report) or from the persistent report sidebar that runs down the left side of every report page. It's built around SalesThumb's current tax setup — one manually-configured rate and label per shop, set in Settings → Sales Tax — and it's aimed at whoever closes out a filing period: the owner, a bookkeeper, or an admin.
Picking a period
Chips across the top switch between This month, Last month, This quarter, Year-to-date, and Custom range. Choosing Custom reveals From/To date pickers. Everything below — the KPI cards, the taxable/exempt split, the by-rate table — recalculates for whichever range is active, and a line under the chips confirms the exact dates currently in view.
The headline numbers
Four cards summarize the period: Collected (total tax collected on invoices in the range), Remitted (tax you've logged as paid to a jurisdiction whose remittance period-end falls inside the range), Owed (Collected minus Remitted — it turns green and relabels itself "Credit on file" if it drops to zero or goes negative, which can happen if you've over-remitted), and Invoices (how many sale invoices are behind the Collected figure).
Only invoices that have actually gone out to a customer — sent, partially paid, or fully paid — count toward these numbers; drafts, voided, and refunded invoices are excluded. The report counts an invoice on the date it was created (accrual basis), not the date the customer actually paid — a disclaimer at the bottom of the page flags this and tells cash-basis filers to reconcile against payment dates before filing.
Taxable vs. exempt
A stacked bar plus two percentages break the period's billed revenue into taxable and tax-exempt portions — a sanity check that exemptions are landing where they should, whether that's a fully tax-exempt customer or just a non-taxable line item (like labor) on an otherwise taxable invoice. The split is computed line item by line item rather than invoice by invoice, so a job that mixes taxable material with non-taxable labor on the same invoice still splits correctly instead of getting counted as 100% one or the other.
Breakdown by rate
Below that, a table lists every distinct tax rate that actually fired during the period, with invoice count, subtotal, tax collected, and a "math check" column that recomputes subtotal × rate right next to the real total — a quick way to eyeball whether the numbers hold up before you file. If nothing was invoiced in the period, the table says so instead of showing an empty grid.
Remittance log
Underneath is your filing history — every remittance you've recorded, with period, jurisdiction, amount collected, amount remitted, filed-on date, confirmation number, and notes. Each row has a delete control, guarded by a confirmation prompt that names the jurisdiction and period before anything is removed. This table isn't filtered by the period selector above it — it always shows your most recent filings, so a remittance logged for a prior quarter still appears here while you're looking at this month's numbers.
Log a remittance opens the entry form. It pre-fills the period and both the Collected and Remitted dollar fields from the report's currently-selected range and its Collected total — on the assumption you're recording a full remittance for the period you're viewing — but every field, including those two dollar amounts, stays editable before you save. Jurisdiction (e.g. "NV — Clark County" or "CA — CDTFA") is the only required field; leave it blank and you'll get an error instead of a save. Confirmation number and notes are optional, and "Filed on" defaults to today's date. Saving refreshes the report immediately, so the KPI cards and the log both update.
One thing worth knowing: Owed only nets out remittances whose logged period-end date falls inside the range you currently have selected. Log a remittance for last quarter while looking at this month's range, and this month's Owed figure won't move — switch the period selector to a range that covers it.
Exporting
Download CSV builds a flat file from whichever period is selected: the headline numbers (collected, remitted, owed, invoice count, and the taxable/exempt subtotal dollars) followed by the full by-rate breakdown. It's disabled until the report has finished loading, and it doesn't include the remittance log — that stays a separate, unfiltered table on the page itself.
Print sends the page to your browser's print dialog — most browsers let you save that as a PDF from there.
A dedicated Filing-ready PDF button sits next to those two, but it's shown disabled with a "Coming soon" badge — there's no PDF export built yet behind it. Print is the closest thing to a filing-ready PDF today.
A Manage rate & exemptions link in the same row takes you to the shop's tax settings.
Things to know
- SalesThumb's tax setup today is manual only — one tax rate and label per shop, configured in Settings → Sales Tax, applied per invoice line. There's no automatic multi-jurisdiction rate lookup built in yet.
- Viewing this report doesn't require a special permission beyond being an active member of the shop — any teammate with a login can open the page directly. The "Sales Tax" card on the main Reports catalog page is limited to teammates with the "View financial reports" permission, but that only controls whether the card appears there — it doesn't block someone from reaching the report page itself by navigating to it directly.
- Logging or deleting a remittance, and changing the shop's tax rate, label, or registration ID, or a customer's exemption status, all require the "Manage payment config" permission. Owner and Admin roles have it by default; it can be granted to other roles in Settings → Team → Permissions.
- Numbers are accrual-basis — an invoice counts as soon as it's sent, not when it's actually paid. If you file on a cash basis, reconcile against payment dates before you file.
- Owed nets against remittances whose logged period-end falls inside your currently selected date range. The remittance log table itself isn't filtered by that range — it always lists your recent filings regardless of what period the top of the page is showing.
- The Filing-ready PDF button is a placeholder, not a broken export — it's intentionally disabled with a "Coming soon" badge until that gets built.
- The page carries its own reminder to confirm the numbers against your state's Department of Revenue portal before filing — treat this report as a starting point for reconciliation, not a substitute for it.
Frequently asked questions
Q: Where do I find the Sales Tax report?
A: /app/reports/sales-tax. Get there from the Reports hub's Financial category ("Sales Tax" card) or from the report sidebar shown on every report page.
Q: Can I export a filing-ready PDF?
A: Not yet — the button for it is visibly disabled with a "Coming soon" badge. Use Print (which most browsers can save as a PDF) or Download CSV in the meantime.
Q: I logged a remittance, but Owed didn't change. Why?
A: Owed only subtracts remittances whose period-end date falls inside the date range you currently have selected on the report. Switch to a range that covers the remittance's period and the number will update.
Q: Who can log or delete a remittance, or change our tax rate?
A: Anyone with the "Manage payment config" permission — Owner and Admin roles have it by default. It can be extended to other roles in Settings → Team → Permissions.
Q: Is this report cash-basis or accrual-basis?
A: Accrual. An invoice counts toward Collected as soon as it's sent, partially paid, or paid — not on the date the customer actually pays. Cash-basis filers should reconcile against payment dates before filing.
Q: What does the taxable-vs-exempt split actually measure?
A: It shows how much of the period's billed revenue was subject to tax versus exempt from it — either because the customer holds a tax exemption or because specific line items are marked non-taxable — calculated line item by line item so mixed invoices (taxable material plus non-taxable labor, for example) split correctly instead of being counted as all one or the other.