The Taxes Report will show a summary of all of the taxes you have collected in your invoices through Monograph. This page will only have information if you are collecting taxes on your invoices.

To access the Taxes Report, click Money in the Menu Bar on the left-hand side of the screen and select Taxes in the sub-menu.

💡 The calendar will default to the last month but the date range can be updated as needed using the date range selector.

When you navigate to this report, you will see a date range selector and a Total Amount, which is the total dollar amount of all taxes that clients have paid from invoices paid directly through Monograph.

The different tax rates that are used in your invoices will appear on the left and the total amount for each rate collected will appear on the far right.

The table below will include the following columns:

If you are using Quickbooks Online, the rates will be pulled in from that program and shown here. The total tax collected across all rates will appear in the top left.

Taxes collected also include partial payments that apply to tax line items.

In the top right of the screen are two export options. Both of these reports will be emailed to your email address after selecting 'Export'. Depending on the size of the report, it may take a few minutes prior to hitting your inbox.

The Export > Taxes option will email you a .csv that will mirror the information shown on the page, based on the date range selected.

The Export > All Transactions option will export an overview of the transaction history for each invoice over the selected date range. The columns included are:

*If you have passed on your convenience fees, then the fees will be broken out separately.

💡 Export Transactions is a valuable report to send to your accountant or bookkeeper every month so that they can reconcile the journal entries, or manipulate the .csv for importing into your accounting system.

All of the information you see on the screen comes from all invoices that have a tax applied to them.

In order for information to appear on this report, you must create invoices through Monograph that include taxes.

Select a date range and refer to the date that the invoice was paid.

Admin users will have access to this report by default. Only users with "View Financial Reports" enabled will be able to access the Accounts Receivable Report. In order to allow other users to have access, you'll want to make sure you have 'View Financial Reports' enabled.

If you do not see the Reports option, it means your current access level does not permit you to see Financial Reports. Please speak to an Admin for assistance.