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Re: Add Tax Reporting that shows the items State Tax, County Tax, City Tax and Sold to fields - Status changed to: Implemented

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Add Tax Reporting that shows the items State Tax, County Tax, City Tax and Sold to fields

Feature Request: Add the ability to Tax Reporting to create a report that shows the items State Tax, State Tax Amount, County Tax, County Tax Amount, City Tax, City Tax Amount and Sold to fields like Sold to Country, Sold to State, Sod to County, Sold to Postal Code at Invoice line item as additional columns.

Status: Currently being reviewed by our Product Management

Reference Number: PMT-1340

Business Need: The current tax reporting module produces a tax report which is large and unmanageable. In addition it does not show a simple bucket for the tax type (State / County / City) - each item has a different value. Customer require the ability to create the appropriate taxation report that shows SKU+ Tax Amount of State, County, City + Sold to (sold to if sub account) at Invoice line item as additional columns.

4 Comments
Community Manager
Status changed to: More Feedback Needed
 
Community Manager
Status changed to: Under Consideration
 
Zuora Alumni

There is now a good deal of flexibility available in what you can do with the Taxation Item data source in the reporting product. You could group on the Invoice Number and line item number or name as well as Tax Code, Jurisdiction, etc and any of the dimensions from Sold To (Country, State, County, etc).

 

Taxation Item Report.png

Zuora Alumni
Status changed to: Implemented