Understanding sales tax review

The Sales tax review screen provides visibility into sales tax calculations applied to invoices. It enables users to validate tax details such as taxable amounts, exemptions, and tax rates to ensure compliance with local, state, and federal requirements.

The Sales tax review screen allows to:

• Confirm the correct tax rate and tax amount applied to each invoice.
• Ensure compliance with tax regulations across jurisdictions.
• Identify discrepancies between taxable and non-taxable amounts.
• Verify exemptions, applied tax rates, and calculated tax amounts.
• Generate aggregated totals for accurate reporting and audit readiness.

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