Tax Collected by Transaction

This set of reports shows the tax collected on debits (sales and payments), and the tax refunded on credits (refunds), in order transactions within your chosen filing period or date range.

This only includes transactions from orders that shipped within the US; have a US country code; and whose code strictly matches one of these valid code formats.

Orders with valid country codes, but invalid zip codes, appear as follows:

  • State and County reports – as “N/A”
  • Transaction report – as a viable order (but City/County/State will be “N/A”)

To access this in SellerCloud, click Reports > Transaction Reports > Tax Collected by Transaction.

Take a look at 3 sample grid reports that you can summarize by:

TransactionTax Collected by Transaction shows tax totals at the transaction level. Click an order to open its details.

StateTax Collected by State shows the sum of tax totals per state. (To see tax totals by a state’s county, click the state to open its Tax Collected by Counties report.)

CountiesTax Collected by Counties shows the sum of tax totals per county. (Click a county to see its tax totals at the transaction level in the Tax Collected by Transaction report filtered by that county.)


Choose your filters

There are numerous filters to include the data you want in your report. (Most filters offer single-choice and multiple-choice fields. See a typical example of both.)

After clicking Run Report, you can see which filters you applied (if a filter is not shown, you left it blank or chose All). Here’s a common report filter.

The table below defines each of the filters:

FILTER DESCRIPTION
Company Include only the orders from one or more companies, or include orders from all companies.
Company Groups* Include only the orders from one group of companies, or include orders from all companies.

*Only shown if you enabled the company group setting and grouped companies together. Here’s how.

Channel Include only the orders from one or more sales channels, or include orders from all channels.
Filing Period Include only the orders with collected or refunded taxes reported in one of four specific quarters, or include orders with taxes reported within a custom filing period (choose start and end dates below).

Note: Use a custom filing period if your fiscal year does not run from January to December.

Start Date and End Date If you chose a custom filing period, choose starting and ending date. (If you chose a default filing period, these auto-populate.)
Summarize by Choose how to group taxes in the report:

  • Transaction
  • State
  • County
Purchaser (Buyer) Include only the part of the order for products belonging to one or more purchasers, or include all products on the order.
State Include only the orders with a specific ship-to state, or include orders with all ship-to states.
County Include only the orders with a specific ship-to county, or include orders with all ship-to counties.
Order # Include orders by order number. This field has 3 options:

  • For one order number – Enter the number and click Run Report.
  • For all order numbers in your date range – Leave this field blank and click Run Report.
  • For multiple order numbers – Click Order # List, then enter or copy/paste multiple order numbers on separate lines, then click Select Orders to populate the Order# box, and Run Report.
Show Paid Orders Only Check to run the report on a Cash Basis; otherwise, the report defaults to an Accrual Basis.

About the grid data

Take a look at a sample grid report:

You can export this report to a spreadsheet with additional data by clicking the Export to Excel icon. For spreadsheet details, see About the spreadsheet data.

The table below defines each of the columns:

COLUMN DESCRIPTION
Transaction Type* Tax debit or credit.

*Only shown if you summarize by transaction.

Transaction Date* When the tax debit or credit transaction occurred.

*Only shown if you summarize by transaction.

Order #* The unique order identification number in SellerCloud. Click to open the order’s details.

*Only shown if you summarize by transaction.

Channel* Source of the order.

*Only shown if you summarize by transaction.

City* Ship-to city on the order.

*Only shown if you summarize by transaction.

County* Ship-to county on the order (based on the order’s zip code). Click a county to open the Tax Collected by Transaction report.

*Only shown if you summarize by transaction or county.

State Ship-to state on the order. Click a state to open the Tax Collected by Counties report.
Grand Total Total amount of the order.

Grand Total calculation: (Subtotal + Shipping Total + Handling + Insurance + Gift Wrap + Tax) – (Discount + Shipping Discount).

Non-Taxable Sales Sales with no tax collected. This amount is the order’s grand total.
Taxable Sales Sales with tax collected. This amount is the order’s grand total minus the tax collected.
Tax Collected Total tax amounts of the transactions. Includes taxes paid by the channel.
API Tax* *Only appears if Enable Tax API Per Channel PerState is selected in the Client Settings. In addition, using TaxJar requires that the Windows TaxJarService is running on your server (contact SellerCloud Support to check).
Paid by Channel* Facilitator taxes, which are collected-and-remitted sales taxes for certain states. This amount should be subtracted from Tax Collected to obtain your Tax Liability.

*Currently, only for orders in which Amazon and Walmart Marketplace facilitates the process of filing sales tax returns to the ship-to state.

Tax Due Tax Due calculation: Tax Collected minus Paid by Channel.

About the spreadsheet data

Exported spreadsheets include more data than the grid report. Spreadsheets also let you manipulate data, such as filter within a column, sort with advanced parameters, etc.

Take a look at a sample spreadsheet report summarized by transaction:

The table below defines each of its columns:

COLUMN DESCRIPTION
Transaction Type* Tax debit or credit.

*Only shown if you summarize by transaction.

Transaction Date* When the debit or credit transaction occurred.

*Only shown if you summarize by transaction.

Order #* The unique order identification number in SellerCloud. Click to open the order’s details.

*Only shown if you summarize by transaction.

Order Date Date the order was placed.
Channel* Source of the order.

*Only shown if you summarize by transaction.

Channel Order #* The unique order number from the channel.

*Only shown if you summarize by transaction.

Address 1* The first line of the ship-to address on the order.

*Only shown if you summarize by transaction.

Address 2* The second line of the ship-to address on the order.

*Only shown if you summarize by transaction.

City* Ship-to city on the order.

*Only shown if you summarize by transaction.

County* Ship-to county on the order (based on the order’s zip code).

*Only shown if you summarize by transaction or county.

State Ship-to state on the order.
Zip *Only shown if you summarize by transaction.
Subtotal Total amount of the items before discounts, shipping, tax, etc.
Shipping Amount of shipping on the order.
Discount Discount applied to the order.

*Only shown if you summarize by transaction.

Grand Total Total amount of the order.

Grand Total calculation: (Subtotal + Shipping Total + Handling + Insurance + Gift Wrap + Tax) – (Discount + Shipping Discount).

Non-Taxable Sales Sales with no tax collected. This amount is the order’s grand total.
Taxable Sales Sales with tax collected. This amount is the order’s grand total minus the tax collected.
Tax Rate Tax rate on the order’s ship-to state. This only populates when order tax rate is provided to SellerCloud.

*Only shown if you summarize by transaction.

Tax Collected Total tax amounts of the transactions. Includes taxes paid by the channel.
API Tax* *Only appears if Enable Tax API Per Channel PerState is selected in the Client Settings. In addition, using TaxJar requires that the Windows TaxJarService is running on your server (contact SellerCloud Support to check).
Paid by Channel Taxes paid by the channel. This amount should be subtracted from Tax Collected to obtain your Tax Liability.

Currently, only for orders in which Amazon facilitates the process of filing sales tax returns to the ship-to state.

Tax Due Tax Due calculation: Tax Collected minus Paid by Channel.

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