I want to create a report for tax rates applied on invoices, with tax jurisdiction names, tax rates, and tax amounts. How can I achieve this?

Scope

I am I want to create a report for tax rates applied on invoices, with tax jurisdiction names, tax rates, and tax amounts. How can I achieve this?

Tax report by Jurisdiction

Total tax per period by tax jurisdiction wise

Summary

The Total Taxes by Jurisdiction report provides you with a stacked bar chart representing the total value of taxes during the period, segmented by jurisdiction type and name.

Solution

Total Taxes by Jurisdiction

Total tax on the invoiced amount segmented by jurisdiction

Explanation of metric

A stacked bar chart represents the total value of taxes during the period, segmented by jurisdiction type and name.

How it's measured

Tax Summary by Jurisdiction Type and Name = Total tax amount during the period per jurisdiction type and name

Interpretation

This metric depicts the dollar amounts for various categories that impact return, segmented by Jurisdiction Type and Name.

You can click on the Tax amount to see the tax rates, tax amounts, invoice numbers and tax names for each jurisdiction type.

You can use the "Download" button to download the data for each jurisdiction.

Alternatively, you can get the complete list of underlying data for all jurisdictions from the main report by clicking on the "ellipsis" option > Download VUD (CSV) option.