## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/ca/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Tax Reports

The **Taxes** section in Reports gives you a consolidated view of the taxes collected and paid across your business transactions.

## Tax Summary

The Tax Summary report summarizes the taxes collected and paid across all your transactions for a selected period.

To view the Tax Summary report:

*   Go to _Reports_ on the left sidebar.
*   Navigate to the **Tax Summary** report under _Taxes_.

The Tax Summary report contains the following columns:

Column

Description

Tax Name

The name of the tax applied on the transaction.

Tax Percentage

The rate at which the tax was applied.

Taxable Amount

The total transaction value on which this tax was applied.

Tax Amount

The total tax collected or paid for this tax type.

### Customize Report

To customize this report:

*   Click the **Customize** icon.

You can customize the report using the **General** and **Show / Hide Columns** tabs.

#### General

Under _General_, you can customize the report based on the following filters:

Filters

Description

Date Range

Select the time period for generating the report.

Report Basis

Accrual: Values are generated based on the invoice date. Cash: Values are generated when payment is received or made.

Group By

Group the report by a specific field.

Entities

Select the transaction types to include in the report: Sales, or Others.

Advanced Filters

Apply custom filters based on report fields, locations, contacts, or reporting tags.

*   Click **Run Report** to apply the filters.

#### Show / Hide Columns

In this section, you can choose which columns to display in the report.

*   In the _Available Columns_ section, hover over the column you want to add.
*   Click the **+** icon next to it to add it to the report.
*   In the _Selected Columns_ section, drag and drop a column to reorder it.
*   Click **Run Report** to apply the customization and view the report.