Saved Search to Display the List of Invoices and their Corresponding Tax Amounts

1. Navigate to Reports > Saved Search > All Saved Searches > New > select Transactions.

2. Under Criteria tab > Summary sub tab:

·         Type = Invoice

·         Tax Line = False

 

3.       Under Results tab > Columns sub tab > Add/Remove the Fields depending on the requirements and add below field:

 

·         Amount (Tax Total)

·         Amount (Transaction Total)

 

4.       Rename the search and hit Save and Run.

Note: If you want to show the list of invoices with tax amount only and exclude those without, you can add below Filter in the Criteria tab:

·         Filter = Formula (Numeric) | Formula = {taxtotal} | Formula (Numeric) = Greater than | Value = 0