Your Sales Tax Liability Report is where you can go each tax period to see the details on what you owe your tax authorities.

Your reporting periods are automatically broken down based on the payment period you set up in your Taxes & Currency settings. You can choose between Monthly, Quarterly and Annually.

Your Sales Tax Liability Reports will then be broken down according to the Payment Period you've selected. You can change the payment period in your Taxes & Currency settings at any time to refresh your reports and view by a different period.

You'll find your Sales Tax Liability Reports in the Accounting section here in Reports.

You'll always be able to see the Annual Reports then the section below will show your reports by the period you selected. You'll also be able to filter these by brand and revenue recognition.

Use the View Report button next to a report to view the details. In these reports you'll see gross sales for the period, divided based on whether or not they were taxable, followed by a breakdown of the taxable and non-taxable portions, the tax you actually collected from your clients and your total receipts brought in for the period.

Here is an example of a quarterly sales tax liability report.

If you see any amounts assigned to None, that means on those orders, no sales tax group was selected to apply to the entire order. To view transactions associated with each tax group, simply click Transactions.

By default, sales tax is calculated when the payment is received (cash basis). You can however change the Sales Tax Liability report to filter the date when that sales tax is recognized (accrual). If your accountant wants you to only report sales tax when the job is complete, you can change the report to recognize the revenue at the Job's Primary Event Date.