Tax Summary report: options and information

The Tax Summary report contains summarized information about tax lines that you have imported with the Tax Integration add-in and the financial accounts that you have mapped to the tax lines. The report displays all tax lines, even if no accounts are mapped to them.

Important: This report is not a 1040 Schedule C report. You must still enter your information on the tax form when you file your taxes.

Note: This is the accrual basis version of this report. For the cash basis version, see the link under Related topics.

Open the report

  • On the Reports menu, point to Income Tax, and then click Tax Summary.

Report content

Default information in this report includes tax lines, account names, and amounts.

Change date range

To change the date range for this report, do the following:

  • On the toolbar, click the arrow next to Date Range, From, or To.

Sort the report

You can sort the rows within the report:

  • To switch between ascending and descending order, click the sort by ascending or sort by descending button on the toolbar.

Related topics

About the Tax Integration add-in

Working with reports

Filter reports

Tax Summary - Cash Basis report: options and information

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