About taxable status summary reports

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

How to find this report:

Navigate to your Reports page, then click on the Taxable Status Summary under the Orders heading. 

To run this report:

Select the date range you wish to view from the Date Range boxes, then 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 sales channel.

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.

Grandtotal (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 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.

Grandtotal (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 for further analysis in a spreadsheet.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.