About the Taxable Status Summary report

The Taxable Status Summary report shows a breakdown of your total revenue by taxable/non-taxable status, where "non-taxable" is any order that has zero tax applied.

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How to find this report:

  1. Navigate to your Reports page

  2. Click on the Taxable Status Summary under the Orders heading. 


To run this report:

  1. Select the date range you wish to view from the Date Range boxes
  2. Click the Run Report button. 


Report Breakdown:

Orders (Taxable) The total number of orders that have tax applied in the selected time period.
Items Subtotal (Taxable) The item-total for all orders that have tax applied in the selected time period.
Tax (Taxable) The total tax applied to all orders in the selected time period. Note: This can possibly include marketplace facilitator tax already paid by the integration.
Shipping (Taxable) The total shipping received for all orders that have tax applied in the selected time period.
Discounts (Taxable) The total discounts applied to all orders that have tax applied in the selected time period.
Adjustments (Taxable) The total for any adjustments made to orders that have tax applied in the selected time period.
Grand total (Taxable) The total amount received for all orders with tax applied, minus any discounts or adjustments, in the selected time period.
Orders (Non-Taxable) The total number of orders that do not have tax applied in the selected time period.
Items Subtotal (Non-Taxable) The item total for all orders that do not have tax applied in the selected time period.
Tax (Non-Taxable) Tax applied to all orders in the selected time period- this figure will always be zero.
Shipping (Non-Taxable) The total shipping received for all orders that do not have tax applied in the selected time period.
Discounts (Non-Taxable) The total discounts applied to all orders that do not have tax applied in the selected time period.
Adjustments (Non-Taxable)  The total for any adjustments made to orders that do not have tax applied in the selected time period.
Grand total (Non-Taxable) The total amount received for all orders without tax applied, minus any discounts or adjustments, in the selected time period.

This report can be downloaded as a print-friendly PDF or as a CSV in a spreadsheet for further analysis.

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