Runbook: Run the Monthly Tax Report
Account: VITAG (Vitagen Labs)
Navigation: Operations → Reporting → Available Reports → Financial → Tax Report
When to Use This Runbook
Run this on the 1st–3rd of each month to produce the previous month's sales tax data for your bookkeeper or accountant. Also run for any month your accountant needs for filing, audit, or reconciliation.
Who can do this: Anyone with Reports — Financial access (typically Owner and Bookkeeper).
Step 1: Navigate to the Tax Report
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Go to Operations → Reporting → Available Reports
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In the category list on the left, click Financial
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Find Tax Report and click it
Step 2: Set the Date Range
In the report parameters:
| Field | Value |
|---|
| Column | What It Shows |
|---|---|
| State / Province | The state where tax was collected |
| Tax Rate | The rate applied |
| Taxable Sales | Order subtotal that was taxable |
| Format | Best For |
|---|
| Issue | Resolution |
|---|---|
| Report shows $0 for a state where you made sales | Check Privacy & Tracking → Tax configuration; may need to enable tax collection for that state |
| Total sales don't match bank deposits | Run the Revenue Summary report to reconcile; check for pending/processing orders |
| Report takes very long to generate | Large date ranges take longer; run month-by-month rather than quarter at once if slow |
| Bookkeeper can't open the CSV | Re-export as Excel (.xlsx); some older accounting software has CSV encoding issues |
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