Basic Sales Tax Report

jtwets · January 7, 2025, 9:03pm

I have been using Invoice Ninja for years, love the program, but am I missing something?

Most states that deal with sales tax in the US require totals for Gross Sales, Taxable Amounts, and Non Taxable (exempt) amounts.

Is there not a basic sales tax report that shows these standard totals?

Currently I run any of the Tax reports, pull out Gross Sales and Tax Paid, but then need to manually calculate the total of the the Gross Sales that are actually taxable or the total that is Tax Exempt. I have run every report, customized columns looking for this, but cannot find what I need.

This is generally a basic function of any reporting that I have ever used.

Any thoughts?

Thank you, James

hillel · January 7, 2025, 9:04pm

Hi,

If you’d like to see a change in the app I suggest creating an issue on GitHub if one doesn’t already exist for this.

jtwets · January 7, 2025, 11:04pm

I am not sure if this exists, that is why I am asking. I believe it is a standard reporting item, maybe someone knows if there is a way to pull basic Sales Tax information in a way I am not seeing.

Thank again,

James

hillel · January 8, 2025, 8:34am

Have you tried the invoice tax report?

jtwets · January 8, 2025, 7:24pm

Of course I have run the Invoice Tax Report.

The reporting in general seems weak, inaccurate and lacks purpose. Like I stated originally, I love Invoice Ninja, but the reporting seems like an afterthought.

Is there anyone actively working to make reporting better, more usable?

I posed the question originally to hopefully get community feedback and find out how others are pulling needed information for Sales and Use Tax reporting purposes.

Any feedback from the community would be greatly appreciated!

-James

hillel · January 8, 2025, 8:10pm

We’re constantly working to improve the app, we use issues on GitHub to track future changes to the app.

Maybe someone else can provide another solution…

SmplJohn · February 1, 2025, 9:00pm

I posted 2 tickets on this issue, as it has multiple consequences for us.

github.com/invoiceninja/invoiceninja

Un-remitted Sales Tax needs to be excluded from Profit and Loss reports

opened 08:45PM - 01 Feb 25 UTC

smpltechno

feature request

On Fully Hosted, I see un-remitted sales tax is erroneously included on the P&L …report. In the USA we collect sales tax on goods, but not labor (in most cases, some states may tax certain types of "services"). A company selling goods is required to pay collected tax to the government on a regular basis (quarterly, annually, etc), so collected tax is not income, but a liability remitted to the gov. Concerns: 1. I see P&L reports consider collected tax not yet remitted to the government as income. To get around that it would be nice to leave that report as-is, but add a check box or field showing collected tax, so I can easily know the real P&L before tax is remitted.

github.com/invoiceninja/invoiceninja

Sales Tax Reporting

opened 08:56PM - 01 Feb 25 UTC

smpltechno

feature request

On fully Hosted- In the USA we collect sales tax on certain goods and services,… but usually not labor. A company selling goods is required to pay collected tax to the government on a regular basis (quarterly, annually, etc), so collected tax is not income, but a liability remitted to the gov. Concern: For purposes of reporting to the GOV, I need a report that only shows 2-3 things: 1. Total payments collected on taxable *Goods and Services only* (not including tax / labor), and 2. Total tax collected on those goods. Listing labor as a separate item is fine also. 3. Separate line for non-taxable labor My local tax collector only really needs the first 2 items, #3 is not necessary, and only adds potential confusions / errors / penalties. Currently I can only take the report for Paid Tax, and divide it by the tax rate such us if it is 10%, I would divide by 0.1 to get an assumed total of taxable goods / services. It would be nice to see it added up on the report, not just my assumption.

Being able to include or exclude paid tax in the reports is important for figuring out what taxes we owe, both on sales tax remittance and income tax.

For instance, my sales tax for December is not due until January 31, but that sales tax would look like last year’s income on my income taxes.