You can use this report to get an overview of your taxes and fees for the specified month.
To run the report:
- Log in to the dashboard.
- Go to REPORTS > TAX & FEE REPORT .
- Select the month and click Schedule report.
The report is available as a CSV file after it compiles.
Microsoft Excel may hash out certain values like the Tax date or Invoice date columns. To correct this, expand the width of the effected columns.
The completed report is available for download as a CSV file under the Download column.
It contains the following columns:
The transaction key, a unique identifier for the transaction.
The custom ID specified by the user, if any.
External unique ID
A unique ID for the request.
The type of transaction, usually SALE or REFUND.
Tax country code
The country code representing the country that the applied tax rate originates in.
The region of the applied tax rate. For transactions where Taxamo is liable, this is always EU.
The date that the tax was calculated.
The date that the invoice was issued.
The date that the refund was issued.
Invoice / credit note number
The number of the invoice or credit note.
Invoice / credit note URL
The URL where you can retrieve a HTML version of the invoice or credit note.
The currency of the transaction as specified in the request that is sent to Taxamo.
The pre-tax amount for the transaction.
Transaction tax amount
The amount of tax paid in the transaction.
Total transaction amount
The total amount including tax.
Tax settlement currency
The currency that the tax was paid in.
Tax amount exchange rate
The rate used for currency conversion, if any.
Tax amount in settlement currency
The amount of tax in the settlement currency, this may or may not differ from the transaction currency.
The currency that Taxamo's fee is charged in, Great British Pound (GBP).
Fee exchange rate
The exchange rate used to calculate the fee currency. 1 means that the exchange rate is 1 to 1. Currently there is no conversion as the fee is calculated in GBP so this field is always 1.
The amount charged for Taxamo's fee,
Fee amount in settlement currency
The fee amount in the settlement currency.
True or false indicator of whether tax was paid or not.
Tax paid date
The date the tax was paid on.
True or false indicator of whether the fee was paid or not.
Fee paid date
The date the fee was paid on.
Updated 10 months ago