Tax reports and sales tax summary

When it's time to file your state sales tax return, you need to know exactly how much tax you collected and on what sales. CloudFFL OS tracks this automatically — you just need to pull the right report.

Running the tax report

1. Go to Accounting → Reporting → Tax Report.
2. Set the date range to match your filing period — monthly, quarterly, or annually depending on your state's requirements.
3. The report shows:
   • Tax base — the total amount of taxable sales (before tax)
   • Tax amount — the total tax collected
   • Broken down by each tax rate you have configured

Using it for your tax filing

Most state sales tax returns ask for:

• Gross sales — total revenue for the period (pull from your P&L)
• Exempt sales — sales where no tax was collected (out-of-state orders, tax-exempt customers)
• Taxable sales — the tax base amount from this report
• Tax collected — the tax amount from this report

The numbers from the CloudFFL OS tax report map directly to your state filing form. If you sell in multiple states, the report shows each tax rate separately so you can file each state's return accurately.

Checking for accuracy

Before filing, do a quick sanity check:

• Does the tax amount look reasonable? If your tax rate is 8.25% and you had $40,000 in taxable sales, the tax should be around $3,300. If it's wildly different, check for invoices with incorrect or missing tax.
• Are there invoices missing tax? Filter your invoice list by "Tax = 0" and review — some might be legitimately tax-exempt (out of state), but others might be errors.
• Did any fiscal positions apply incorrectly? Spot-check a few out-of-state orders to confirm tax was removed, and a few in-state orders to confirm tax was applied.