## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/ca/books/help/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 summarises 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.
*   Select **Tax Summary** under _Taxes_.

![Tax Summary report](/ca/books/help/images/reports/tax-summary-ca.png)

### 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.

**Include Manual Postings to Tax Payable**

Check this option to include manual journal entries posted to the Tax Payable account in the report.

**Entities**

Select the transaction types to include in the report: **Sales**, **Purchases**, 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.