Taxify Log Report

Overview

View a history of each tax calculation with Taxify using the Taxify Log Report.

The Taxify Log Report is only available when Taxify is enabled. Learn more about Taxify integration in How to Set Up the Taxify Integration - US Only.

Learn about other Staff reports in Staff Reports.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Reports

A screenshot of the Taxify Log report.

To run the Taxify Log Report:

  1. Go to Reports A screenshot of a schedule icon with a grey calendar icon and an arrow. > View Reports.
  2. Click Staff > Taxify Log.
  3. Select a Date Range.
  4. Apply other fields as required.
  5. Click Search.

The following information is displayed in the report columns:

Logged time The date and time when Calculate was clicked.
Employee The employee who clicked Calculate.
Project Type If the project was a job, quote, recurring job or recurring invoice.
Project Number The job, quote, recurring job or recurring invoice number.
Site Address The site address in Simpro Premium.
Taxify Address The address verified from Taxify. If the address is not verified, this is blank.
Sub Total (Ex) The value sent to Taxify, excluding tax.
Tax The value of tax received from Taxify.
Message

One of the following is displayed:

  • Invalid site address inSimpro Premium if the address is blank.
  • Address could not be verified if the address could not be verified by Taxify.
  • Error communicating with Taxify if there is an API error.
  • Tax calculated, not confirmed if Calculate was clicked but Confirm was not.
  • Tax calculated and confirmed if Calculate was clicked and Confirm was clicked.

You can download the information in the report as a spreadsheet in CSV format, viewable in Microsoft Excel and other spreadsheet software.

To download the report:

  1. Generate the report as required.
  2. Click the A grey arrow pointing downwards towards a CPM pictogram. icon in the top right, then click CSV.
  3. View, print or save the CSV, as required.