Note: This report is not available to Limited Agents.
This report shows you a summary of all the taxes charged across your customer base.
- Each currency will be shown in a separate report if you have multiple currencies. Choose a currency from the top field in the report.
You can also select a date range to report on.
Important! When choosing a date range, keep in mind that the dates of the report contribute to the uniqueness check for the export process, and the Stax Bill system will not allow you to re-generate the same report with the same date range until after it has expired (30 days after creation). For this reason, if you are running a month-to-date report in the middle of a month, ensure that you choose today's date as your end date, so it can be run again on a future date before the original expires. For example, to run a monthly report today, November 4, choose November 4 as the end date of the report. Tomorrow, you can run the same report with the end date of November 5, and so on. If you use November 30 as your end date, you will not be able to run the same report again until after it expires.
- Click Export CSV to export the filtered report to CSV format. Under Options, you can also include the full customer details in the export (default is OFF). When you click the Export CSV button, the system will submit a background process which will deliver your report results when it has been completed. You can access the report from the Notifications page at the top of the screen once it is ready. The system also automatically sends an email to the user who submitted the request once the report is ready for download.