How To Access Sales Tax Reports

How to View & Export Your Sales Tax Report in PhotoBiz ECommerce

Overview

The Sales Tax Report in PhotoBiz helps you track how much tax you have collected from your clients over a specific time period. This report is useful for filing taxes, reviewing monthly totals, and keeping accurate financial records.

In this guide, you will learn how to access your Sales Tax Report, select a date range, and export the report for your records.

Prerequisites

Before running a Sales Tax Report, you must have at least one sales tax line set up in your ECommerce settings.

If no tax lines are configured, the report will not display any data.

If you have not set this up yet, see:
How to Set Up Sales Tax in PhotoBiz

STEP ONE

STEP TWO

At the top of your ECommerce dashboard, hover over TRACKING and select REPORTS from the dropdown menu.

STEP THREE

Select TAX REPORT from the list of available reports.

Choose the date range you want to review. You can select a custom range or choose a full year to generate an annual summary.

FINAL STEP

Click RUN REPORT to generate your Sales Tax Report.

Once the report loads, you can review your tax data directly on the screen. To save or share the report, use the available options below the report to export it as a .csv file or print a copy for your records.

When successful, you will see a full breakdown of your collected sales tax based on the selected date range.

What Information Is Included in the Tax Report

Your Sales Tax Report provides a detailed breakdown of the tax you have collected, including:

State/Province – The location where the sale occurred
County – The local area tied to the tax rate
Tax Amount Charged Per Month – A monthly summary of collected tax
Overall Total Tax Amount – The total tax collected for the selected date range

Additional Notes

This report reflects tax collected across your PhotoBiz tools, including ECommerce, invoices, and other payment features tied to your tax settings.
If your report appears empty, confirm that:
- You have at least one sales tax line set up
- You have sales within the selected date range
Exporting the report as a .csv file allows you to share it with an accountant or keep a saved copy for tax filing.

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