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.