Overview
The Tax Report gives you a clear summary of the taxes you've collected and the taxable revenue you've earned — all filtered to any date range you choose. Whether you're preparing for tax season or reconciling a quarter, you can pull the exact numbers you need without digging through individual invoices.
Reports can be exported as a PDF for sharing with your accountant, or as a CSV/XLS file for further number-crunching in a spreadsheet.
When to Use This Feature
You need to report sales tax collected to your state tax authority.
Your accountant needs a breakdown of taxable revenue for a specific period.
You want to verify how much tax you've actually collected vs. how much was invoiced.
You're closing out a fiscal year or quarter and need a clean financial summary.
Choosing Your Report Type
Before generating a report, you'll choose two settings: the accounting method and the level of detail.
Accounting Method
Accrual — Reports tax based on the invoice date. All invoices (except drafts) are included, regardless of whether payment has been received. Use this if your business recognizes revenue when work is billed.
Cash — Reports tax based on the payment date. Only invoices that have received at least one payment are included. Tax is calculated on the amount actually collected. Use this if your business recognizes revenue when payment is received.
Not sure which method to use? Check with your accountant. Most small home service businesses operate on the cash basis, but your situation may vary.
Report Format
Detailed — Lists every individual invoice with its full tax breakdown. Invoices are grouped by tax name and rate, and sorted by date. Includes:
Invoice number and ID
Invoice date and last payment date
Invoice status
Customer name and company
Invoice total and amount collected
Taxable amount, tax name, tax rate, and total tax
Summarized — Rolls everything up into a single table showing totals per tax rate. Includes:
Tax name and rate
Total taxable amount
Total tax collected
How to Generate a Tax Report
Navigate to the Reports section from the top navigation bar.
Select Tax Report from the list of available reports.
Set your date range using the date picker. You can select any custom start and end date.
Choose your accounting method: Accrual or Cash.
Choose your report format: Detailed or Summarized.
The report will load on the screen automatically.
To export, click the Export button and choose your format:
PDF — formatted for printing or sharing with your accountant.
CSV or XLS — for use in a spreadsheet or accounting software.
Tips and Best Practices
Run both Accrual and Cash reports for the same period if you're unsure which your accountant needs — it takes seconds and gives you both perspectives.
Use the Summarized format when filing sales tax returns — it gives you the exact totals per tax rate without the line-item noise.
Use the Detailed format when your accountant or a tax authority needs to audit individual transactions.
Export to XLS if you need to combine this report with data from another source or do additional calculations.
Run the report before your tax filing deadline, not on the day of — give yourself time to review and ask questions if numbers look off.
Things to Know
Draft invoices are never included in any Tax Report, regardless of the accounting method selected.
In Cash mode, an invoice only appears in the report if at least one payment has been recorded against it.
In the Detailed report, invoices are grouped by tax name and rate. If a single invoice has multiple tax rates applied, it will appear in multiple groups.
The report reflects tax data as it exists in MotionOps at the time of generation. If you update an invoice after running a report, regenerate the report to get the latest figures.
MotionOps Tax Reports are a financial reference tool. Always consult a qualified tax professional before filing.
Have questions? Reach out via the support chat or email support@motionops.com.