Basic Sales Tax Report

Self-Hosted | v5
1

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

2

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.

3

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

4

Have you tried the invoice tax report?

5

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

6

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…