See tax liabilities

What this is for

See tax you charged on sales in a period — by tax name, taxable sales, rate, and amount — so you can file or reconcile.

Concepts

Reports → Financial → Tax liabilities.

Parameters sets the date range. Columns: Tax, Total Sales, Taxable Sales, Rate, Amount.

This is sales tax the product calculated on invoices. It is not income tax and not See income and expenses.

Before you start

• Set tax rules and payment methods. Published invoices with tax exist.

Steps

1. Open Reports.
2. Under Financial, click Tax liabilities.
3. Optional: Parameters for the filing period.
4. Print to CSV if you need a file.

What happens next

Pay the tax authority outside EpicBiz (or as your accountant directs). Fix a wrong rate on the tax setup, then new invoices.

If something looks wrong

• A tax is missing. The invoice used a different POS / tax, or was Draft.
• Amount disagrees with an invoice. Credits and voids change what is still taxable — open the document.