Data Dictionary

Tax Summary Report

OVERVIEWFIELDS

Overview

The Tax Summary Report from SureTax provides an overview of tax-related information segmented by geographic regions, such as state, county, and city, along with business units and customer-specific details. This report captures key data including customer and invoice numbers, shipping locations, and various revenue classifications such as gross, tax-exempt, non-taxable, and taxable revenues. It summarizes federal, state, county, city, and local taxes, culminating in the total tax amount. By offering a consolidated view of tax obligations across different jurisdictions, this report supports businesses in maintaining regulatory compliance, performing financial analysis, and ensuring accurate and transparent tax reporting.

File Type: csv

Download Sample Report: Sample Tax Summary Report

Report Fields

The report has the following fields. Click on each field to obtain more information regarding its formatting and usage.

Display Name	Field Name	Field Type
State	State	string
County	County	string
City	City	string
BusinessUnit	BusinessUnit	string
Customer Number	CustomerNumber	string
Invoice Number	InvoiceNumber	string
ShipFromZipCode	ShipFromZipCode	string
ShipToZipCode	ShipToZipCode	string
Gross Revenue	GrossRevenue	string
Tax Exempt Revenue	TaxExemptRevenue	string
Non Taxable Revenue	NonTaxableRevenue	string
Taxable Revenue	TaxableRevenue	string
Federal Tax	FederalTax	string
State Tax	StateTax	string
County Tax	CountyTax	string
City Tax	CityTax	string
Local tax	Localtax	string
Total Tax	TotalTax	string