How do I generate a customized Tax Summary report?

To generate a customized Tax Summary report for your organization:

• Go to Reports on the left sidebar.
• Select Taxes under Report Category and select Tax Summary.
• Click Customize Report on the top right corner of the page.
• Select a Date Range from the dropdown. You can also select Custom from the Date Range dropdown to choose a custom date range.
• Select if you want the report to be generated on Accrual or Cash basis from the Report Basis dropdown.
• Click Group By and select an option from the dropdown.
• Select the Entities based on which the report should be generated.
• If you want to add advanced filters to the report, click Add Filters under Advanced Filters and add the criteria for the filter.
• Click Run Report to apply all the customizations and run the report.