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Reporting on Tax

Zuora provides an out of the box report that makes it easy for you to see what taxes you might need to remit to different states/regions. The Tax Summary Report Tax contains items summarized by month, sold to country, state, and jurisdiction. You can easily export all of your data so you or your accountant can prepare the necessary reports at tax time.

Generating a Tax Summary Report

Navigation: Reporting > Reporting

  1. In the Report List under Billings, select Tax Summary Report.

tax_summary_report.png

  1. Specify the date range and select a report format.

tax_summary_report_fields.png

  1. Click Run to create the tax summary report. 
Last modified
00:12, 16 Nov 2016

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