The Sales Tax Summary (Accrual Basis) report only includes invoices that contain at least one taxable line item.
If an invoice does not include any taxable items, it will not appear in this report.
Let’s break it down:
✅ When an invoice will appear in the report
1️⃣ Customer has a Tax Group assigned
AND
At least one line item has the Taxable box checked in the Invoice Generator
➡ The invoice will appear in the report under the associated Tax Rates tied to that Tax Group.
2️⃣ Customer does NOT have a Tax Group assigned
AND
At least one line item has the Taxable box checked in the Invoice Generator
➡ The invoice will appear in the report under “No Tax Group on Invoice”.
❌ When an invoice will NOT appear in the report
1️⃣ Customer has a Tax Group assigned
BUT
All line items have the Taxable box unchecked
➡ The invoice will not appear in the Sales Tax Summary (Accrual Basis) report.
2️⃣ Customer does NOT have a Tax Group assigned
AND
All line items have the Taxable box unchecked
➡ The invoice will not appear in the report.
Why might there be a discrepancy between reports?
You may notice differences between:
Invoice Summary Report
Sales Tax Summary (Accrual Basis) Report
Here’s why 👇
The Invoice Summary Report includes all created invoices, regardless of whether any line items were taxable.
The Sales Tax Summary (Accrual Basis) Report, however, only includes invoices that contain at least one taxable line item.
So invoices in these two scenarios will appear in the Invoice Summary but NOT in the Sales Tax Summary:
Customer has a Tax Group, but all line items are non-taxable
Customer does not have a Tax Group, and all line items are non-taxable
Bottom Line
If an invoice has zero taxable line items, it will not appear in the Sales Tax Summary (Accrual Basis) report — even though it will still appear in the Invoice Summary.
If you’re reconciling reports and something seems missing, the first thing to check is whether any line items on that invoice were marked taxable.