Understanding Your Tax Reporting Page
Each month, the Tax Reporting page provides a complete summary of the tax obligations TaxCloud is filing and remitting on your behalf. It shows what was collected, how it's categorized, and what, if anything, you still need to handle yourself. It serves as a centralized hub for tracking your monthly tax liability, viewing exactly how much tax was collected per state, and confirming the precise dates TaxCloud will file and remit those taxes.
To access it, click Tax Reporting in the left-hand navigation menu.
The Basics: What You'll See
Filing Period
At the top of the page, you'll see the filing period which is the month and year your data covers (for example, "March 2025"). Use the date filter drop-down menu in the top-right corner filter located at the top right of the dashboard to view previous months or years.
Grand Total
The Grand Total shows the aggregate tax collected across all states for the selected period. Alongside the Grand Total, the dashboard displays overall metrics for the tax collected under each of the three filing categories. Click the orange Download report button beneath the monthly grand total to download the tax report across all filing categories in a CSV format. A status message will appear while the report is downloading. Once ready, the browser will save the file to your local system as a structured spreadsheet. This is useful for sharing with finance teams, importing into third-party accounting systems, and archiving for end-of-year tax filing and audits.Click the orange Download report button beneath the monthly grand total to download the tax report across all filing categories in a CSV format. A status message will appear while the report is downloading. Once ready, the browser will save the file to your local system as a structured spreadsheet. This is useful for sharing with finance teams, importing into third-party accounting systems, and archiving for end-of-year tax filing and audits.
Filing Details
Below the totals, your filings are organized into three tabs based on how TaxCloud handles them. Each tab contains:
- Every state where you have tax obligations for the period
- The current filing status and filing schedule text, detailing the precise dates TaxCloud will file and remit taxes on your behalffiling status and filing schedule text, detailing the precise dates TaxCloud will file and remit taxes on your behalf
- The exact amount collected per state
- Links to your jurisdiction and transaction reports
The Three Filing Categories
TaxCloud Member — SST States
These are states that participate in the Streamlined Sales Tax (SST) program. TaxCloud files directly on your behalf through the SST system if you have obligations there.
Examples: Washington (sales & use tax), Indiana, Georgia, and 20+ other SST member states.
TaxCloud Direct — Non-SST States
These are states where TaxCloud files on your behalf outside of the SST system, typically because you've specifically requested TaxCloud to manage these filings directly. Hover over the category header to view details about TaxCloud's filing actions for these states.
Examples: California, Texas, New York.
Merchant Responsibility
These are states where you are responsible for filing on your own. TaxCloud provides your data, but the submission is yours to complete.
Once you've filed, click Mark as Filed on the relevant state row and confirm. This notifies TaxCloud that you've handled the submission.
:::info Approvals and the 10th of the Month
On the 10th of every month, reports are automatically approved and forwarded for filing. If you want to review your reports before filing, you can do so at any time before the 10th. :::
Drilling Into each State's Details
Each state has an action menu icon on the far right of its row that you can hover over and click to access both the Jurisdiction report and Transactions report. This displays a dropdown to select which of the reports you want to access.
The Jurisdiction Report
TaxCloud doesn't just file at the state level, we break your sales down by every jurisdiction with a taxing authority: the state, individual counties, and cities. The Jurisdiction Report is that full breakdown, allowing you to audit precise tax liabilities, exemptions, and local county tax distributions.
The Columns Explained
| Column | What it means |
|---|---|
| Jurisdiction | The name of the taxing authority |
| Type | Whether the jurisdiction is a STATE, COUNTY, or CITY |
| Jurisdiction Code | TaxCloud's internal code for this jurisdiction |
| Reporting Code | The code submitted to the state's tax authority; may match Jurisdiction Code for city-level filings |
| Taxable Sales | The portion of your sales subject to tax in this jurisdiction |
| Exempt Sales | Sales that are tax-exempt (e.g., exempt products or customers with exemption certificates) |
| Tax Due | The amount of tax owed and remitted for this jurisdiction |
The Three Tiers: State, County, City
- State row — The first row shows your totals for the entire state: aggregate taxable sales and the state-level tax being remitted.
- County rows — These show activity broken down by county. Counties with $0.00 Taxable Sales but non-zero Exempt Sales mean sales were made to customers there, but all were tax-exempt. These rows still appear because TaxCloud tracks all activity for your audit trail, not just taxable transactions.
- City rows — These represent municipalities with their own local tax rates, applied on top of state and county rates.
The Transaction Report
Filing Due Dates by State
Deadlines vary by state and filing type. If your state isn't listed or you have questions about your specific deadline, contact TaxCloud support.
| State | Due Date |
|---|---|
| Alabama (Standard) | 20th |
| Alabama (RDS) | 20th |
| Arizona | 2nd to last day of month |
| Colorado (MuniRevs) | 20th |
| Connecticut | Last day of the month |
| D.C. | 20th |
| Florida | 19th |
| Hawaii | 20th |
| Idaho | 20th |
| Illinois | 20th |
| Iowa | Last day of the month |
| Louisiana (Traditional) | 20th |
| Louisiana (Remote Seller) | 20th |
| Maine | 15th |
| Maryland | 20th |
| Massachusetts | 2nd to last day of month |
| Mississippi | 20th |
| Missouri | Last day of the month |
| Nebraska | 20th |
| New Jersey | 20th |
| New Mexico | 25th |
| New York | 20th |
| North Carolina | 20th |
| Pennsylvania | 20th |
| Puerto Rico | 20th |
| South Carolina | 20th |
| Tennessee | 20th |
| Texas | 20th |
| Virginia | 20th |
| Washington B&O | 25th |
| Wisconsin (SST) | Per SST schedule |
:::info SST member states follow the SST-coordinated filing calendar. Non-SST due dates are listed above. :::