Sales Tax Reporting
under review
C
Colt Melrose
Better Sales Tax Reporting with Total Sales, Taxable Sales, Tax Due, to make State Comptroller Reporting easier to manage.
Log In
G
Gajal Jain
Merged in a post:
Sales Tax Reporting
P
Paul Todaro
I would like to request a built-in Sales Tax Report within GoHighLevel.
Currently, GoHighLevel allows users to create and collect sales tax on invoices, orders, and payments, but there is no way to generate a report showing the total sales tax collected over a selected date range.
A Sales Tax Report should include:
Total sales tax collected for any custom date range (monthly, quarterly, yearly, etc.)
Breakdown by tax rate (if multiple tax rates are used)
Total taxable sales
Total non-taxable sales
Ability to export the report to CSV or PDF
Optional filtering by location, sub-account, or payment method
This is an important feature for businesses because sales tax reporting is required for filing state and local tax returns. Without this report, users must export all transactions and manually calculate the tax collected, which is time-consuming and prone to errors.
Since GoHighLevel already calculates and stores the tax amount on each transaction, exposing this data through a reporting interface would provide significant value to agencies and business owners alike.
For Example:
Businesses are required to file monthly, quarterly, or annual sales tax returns. GoHighLevel already calculates and stores sales tax on invoices and payments, but there is currently no report that summarizes the total sales tax collected for a selected date range. Users are forced to export every transaction to CSV and manually total the tax in Excel.
M
Matthew Roller
Please add a premade Sales tax report under reporting so we can send collected sales tax to the government.
A
Ashley DePiano
If a user charges multiple taxes on one invoice, it's also exported as just "total tax" instead of each tax separately, which is unhelpful. And the Quickbooks integration is terrible and doesn't export the tax at all. What a mess.
S
Sales & Marketing
Merged in a post:
Enhanced Sales Tax Reporting for E-commerce Orders
M
Matthew Hardy
Go High Level’s automatic sales tax collection on products is a great start, but businesses also need the ability to generate detailed tax reports. Specifically, merchants must see taxes broken down by county (or other jurisdiction) and tax category. This data is critical for filing with the states where they have nexus.
Why It Matters
Compliance: Accurate, jurisdiction-specific tax reports help businesses stay compliant with local regulations.
Efficiency: Automating tax reports saves time and reduces errors, eliminating the need to manually extract and organize sales tax information.
Transparency: Providing clear summaries of collected sales taxes builds trust and clarity for merchants managing their finances.
Suggested Functionality
Automated Tax Reports: Ability to generate a downloadable CSV or PDF with line items for each jurisdiction’s tax rate, taxes collected, and taxable amount.
Filter by Date Range and Product Category: So merchants can quickly isolate relevant periods and tax categories for filing.
Integration with Accounting Tools: Option to export or sync reports to QuickBooks, Xero, or other popular accounting software.
By adding these reporting features, Go High Level would deliver a complete, hassle-free sales tax solution and strengthen its platform for e-commerce professionals.
S
Sales & Marketing
updated the status to
under review
C
Clifford Paulick
Right now you go to Payments > Transactions > Export > then figure it out in your spreadsheet.
M
Michael Anthony
Clifford Paulick This is a mess to try to figure out. You shouldn't need AI to analyze a spreadsheet to give you an accounting of sales tax. This should 100% be built into the platform, it's the only thing stopping us from using it as a CRM. The quickbooks integration adds sales tax as a line item so that is equally unusable.
C
Clifford Paulick
Michael Anthony I've been emailing with salestax@gohighlevel.com for months and let's just say you may be waiting longer than we both want. maybe you should contact them directly as well.