In this article, you will learn how to track the taxes you’ve collected using the Tax report in Workiz.
Workiz allows you to create tax rates and assign them to specific service areas, automatically applying the correct tax rate and calculating the correct tax amount based on the service address linked to a job. You can also manually adjust the tax rate from the summary section of an invoice, estimate, or job page.
Understanding the Tax report
The Tax report provides you with insight into the taxes that you have already collected or anticipate collecting in the future within a certain time period. This report defaults to the current month, but you can adjust the time range selector to display data from a different time period (e.g., last 14 days, last 30 days, etc.).
The rows in this report represent the individual tax rates that you have created and used within a given time period. For each tax rate, you’ll see the total tax collected as well as the number of jobs and invoices associated with the taxes collected. The number within the last column represents the number of jobs and invoices that were created, scheduled, or closed within the time period selected.
Collected taxes will only appear in this report if they were collected from a job or invoice, but not estimates. If taxes were collected from an estimate, they will only appear in this report after the estimate details are copied to a job/invoice or synced to a job.
Workiz allows you to filter the results of this report to only display a specific tax rate and/or jobs and invoices that have been paid in full.
| 'Only paid' checkbox | Expected behavior |
|---|---|
| Unchecked (default) | Workiz will display jobs and invoices that include taxable line items, regardless of whether or not a payment has been made. |
| Checked | Workiz will only display the taxes collected on jobs and invoices that have been paid in full. Jobs and invoices that have been partially paid will not be included until after they are paid in full. |