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.
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 selector to view previous months or years.
Grand Total
The Grand Total shows the aggregate tax collected across all states for the selected period. There is also a download icon to download the tax report across all filing categories in a CSV format for you to review outside of the TaxCloud app.
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 date of filing
- 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.
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.
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Drilling Into each State's Details
Each state has a link icon that you can 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.
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
You can also access the transactions report for the states directly from here. This link takes you to the TaxCloud transactions page, where relevant filters — specifically the date range and state — are pre-applied. This allows you to easily review the report prepared and ready for filing.
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.
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