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.
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.