Run the Tax Remittance Report

The Tax Remittance Report shows sales tax recognized on your selected reporting basis, broken down by jurisdiction, so you can see what to remit. Open it from the Invoices page by clicking the Tax Report button at the top right, which opens the Tax Remittance Report window.

At the top, pick a Start Date and an End Date to set the period you want to review. The report defaults to the last six months ending today, and the End Date can't be set earlier than the Start Date. The date range is interpreted in your business's time zone. The report updates as you change the dates.

Each row is a jurisdiction and shows its rate (as a percentage), the taxable amount, and the tax for that jurisdiction — labeled Tax recognized if your sales-tax setting uses an accrual basis or Tax collected on a cash basis. The first column names the jurisdiction, including its state where one applies. The Agency / Level column shows the collecting agency for your manual rates and the jurisdiction level (state, county, district) for Stripe-calculated tax — one period can contain both when your business uses manual rates alongside automatic sales tax. A line above the table restates the date range you selected and shows whether the report is on a Cash or Accrual basis.

For Washington automatic sales tax, the report shows state tax separately and groups verified local tax by the four-digit Washington DOR location code. Stripe's city, county, and district components are combined into that local row when the saved address and tax quarter match a verified DOR lookup. The taxable sale is counted once in that local row. Different rates or location codes appear separately, including when your date range spans a rate change.

If a location cannot be verified, the report lists the invoices that need review. Their tax stays included in the totals, with the available breakdown. Older Stripe invoices may lack the saved address information needed to match a DOR code. Review the original service location before using those amounts to file; a mailing city alone does not determine the tax jurisdiction. A missing or inconsistent tax breakdown appears as Unallocated tax.

The report uses saved invoice taxes and previously verified locations. Opening it does not request new tax calculations or change an invoice's tax.

At the bottom, a Grand Total sums the tax across all jurisdictions in the range. If there's no tax in the period, the report shows "No tax in this period." Click Close when you're done.

Where to find it: Invoices page > Tax Report button (top right) > Tax Remittance Report modal

Choose the basis in Settings → Quotes & Invoices → Sales Tax → Sales tax reporting basis, then select Save. Cash basis includes proportional tax from successful payments in the period, including partial payments. Accrual basis includes the full tax of open invoices by invoice date. The selected basis applies to historical reports too; it does not change your accounting integration's method. See Sales tax settings.

Related guides

• Add a line item to an invoice
• Read the aging report on the Invoices page