Tax and Fee Report

You can use this report to get an overview of your taxes and fees for the specified month.

Running the Report

To run the report:

  1. Log in to the dashboard.
  3. Select the month and click Schedule report.

The report is available as a CSV file after it compiles.


Tax and Fee Report



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:

KeyThe transaction key, a unique identifier for the transaction.
Custom IDThe custom ID specified by the user, if any.
External unique IDA unique ID for the request.
Transaction typeThe type of transaction, usually SALE or REFUND.
Tax country codeThe country code representing the country that the applied tax rate originates in.
Tax regionThe region of the applied tax rate. For transactions where Taxamo is liable, this is always EU.
Tax dateThe date that the tax was calculated.
Invoice dateThe date that the invoice was issued.
Refund dateThe date that the refund was issued.
Invoice / credit note numberThe number of the invoice or credit note.
Invoice / credit note URLThe URL where you can retrieve a HTML version of the invoice or credit note.
Transaction currencyThe currency of the transaction as specified in the request that is sent to Taxamo.
Transaction amountThe pre-tax amount for the transaction.
Transaction tax amountThe amount of tax paid in the transaction.
Total transaction amountThe total amount including tax.
Tax settlement currencyThe currency that the tax was paid in.
Tax amount exchange rateThe rate used for currency conversion, if any.
Tax amount in settlement currencyThe amount of tax in the settlement currency, this may or may not differ from the transaction currency.
Fee currencyThe currency that Taxamo's fee is charged in, Great British Pound (GBP).
Fee exchange rateThe 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.
Fee amountThe amount charged for Taxamo's fee,
Fee amount in settlement currencyThe fee amount in the settlement currency.
Tax paidTrue or false indicator of whether tax was paid or not.
Tax paid dateThe date the tax was paid on.
Fee paidTrue or false indicator of whether the fee was paid or not.
Fee paid dateThe date the fee was paid on.