The Tax Class report allows you to view your taxes by tax class. Tax classes are subcategories of sales tax that allow you to tax items at a different tax rate than your sales tax. Viewing your taxes by tax class is helpful if you want to see how much tax each tax class in your account collected over a specific date range.

If you start using the Tax Class report for your taxes, we recommend using the report consistently going forward.

The Tax Class report is located under Reports > Tax Class.

To control which tax classes are included in the report, use the available filters at the top of the report and click Search.

Click Print to print your report. Click Export to save the report as a CSV file.

The total tax that each tax class collected is shown in the TOTAL TAX column.

At the bottom of the report, the Total Tax value is the total tax of all the tax classes in the report.

To see the specific items that were sold at the tax rate of a specific tax class, click on the eye icon to the left of the tax class. This will bring you to the Lines report, automatically filtered by the tax class you selected.

Understanding the differences between single and dual tax structures

Single tax structures

If your account uses a single tax structure, the report has a TAX column to the left of the TOTAL TAX column. These values are the same, as the report recognizes that your account is using a single tax structure.

The Tax value and Total Tax value are also the same.

Dual tax structures

If your account uses a dual tax structure (e.g. GST and PST), you will have two corresponding tax columns to the left of the TOTAL TAX column. The TOTAL TAX value is the sum of the values under the two tax columns.

Each tax rate in your dual tax structure has its own total from the sum of its corresponding column.