Sales tax · Autessa Payments
Tax collected reports
Autessa Payments totals the tax you collected each month by place. Pick a month in Tax collected and each row shows the place, sales after refunds, tax collected and the number of payments, ready to use when you file each return.
The problem it solves
Filing should start from a number, not a spreadsheet
Totaling tax by jurisdiction from raw payments is slow and error-prone. Autessa keeps the totals as payments and refunds happen.
What you get
- One row per place, for the month you pick.
- Sales are after refunds, and refunds reduce the tax for that place and month.
- Payments to customers outside every place you collect in show as No tax location.
- Also available from the CLI (get-tax-summary) and scripts.
How it works
How does tax collected reports work in Autessa Payments?
Open Tax collected
In the Sales tax section.
Pick the month
Totals update for that month.
File
Use each row’s totals with that tax agency.
Every option
Columns
| Option | What it does |
|---|---|
| Place | State or country, or No tax location. |
| Sales (after refunds) | Taxable sales for the month. |
| Tax collected | What you collected there. |
| Payments | How many payments. |
Permissions
Who can do what?
| Who | Can |
|---|---|
| Owner, Admin, Accountant (or any role with Payments) | View monthly tax totals. |
Connected
How it connects to the rest of Autessa Payments
FAQ
Questions about tax collected reports
Does the report include refunds?
Yes. Sales are after refunds, and refunded tax comes off the place and month.
What is “No tax location”?
Payments to customers outside every place where you collect tax.
Can I pull the totals into a script?
Yes. autessa payments get-tax-summary returns one month per place, and AutessaScript has the same call.
100% customizable, code and all
Make Autessa Payments fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
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