Farin Farin
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Review sales-tax reports and resolve unassigned tax

Use the sales-tax report to see what was collected, what is unassigned, and which items need cleanup before filing.

4 min read · Updated Mar 18, 2026 · Managers and bookkeepers reviewing collected sales tax

Use Sales Tax Report before filing or when the collected tax totals do not make sense.

This report is where you see both the clean totals and the unassigned items that still need attention.

Quick facts

Start here

  • Unassigned tax should be cleaned up before filing, not after.
  • The report is easier to trust when tax components and exemptions were set correctly upstream.
  • This page is for review and cleanup, not only final filing prep.

Step 1: Review the collected tax totals first

Open Sales Tax Report and review the main totals for the period.

Look for numbers that are too high, too low, or missing compared with the sales volume you expected.

The sales-tax report shows the collected totals first so you can see whether the period looks broadly right before you chase exceptions.

Step 2: Work the unassigned tax before filing

  • Use the unassigned or unresolved area to find items that still need a tax component or source cleanup.
  • Fix the cause upstream so the same tax problem does not repeat next period.
Resolve unassigned tax before you file so the report and the supporting records tell the same story.

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