Tax report (liability)

The Tax Report aggregates the tax on your issued invoices by jurisdiction, authority, and category — the view you take to a filing. It's a read-only report over fiscal documents, not a separate ledger you maintain.

What the report is

The report's source of truth is your issued invoices. Commercial invoices (380) and self-billed invoices (389) contribute positive tax lines; credit notes (381) contribute negative reversals. Periods are measured by issue date (issued_at) — a booking that's been calculated but not yet issued does not appear. It's read-only: you don't post to it, you read off it.

The invoice tax report showing the reporting-organization banner, the filter panel, a summary table by jurisdiction and category, and the per-component invoice lines. — The invoice tax report — summary on top, component lines below.

Detail

You may see the older name “liability ledger” or the /v1/liability-ledger/* aliases in the API. Treat this as an invoice tax report — it reports over issued fiscal documents, not a persisted ledger entity.

Summary and lines

The screen has two stacked tables:

Summary — net tax grouped by jurisdiction, authority, and category, with an invoice count and per-currency totals. This is the roll-up you reconcile against a return.
Invoice lines — the individual frozen component lines behind the summary, each linking back to its invoice and booking. Reversal lines (credit notes) are flagged and shown in red so a refund nets out visibly rather than silently.

A banner at the top names the reporting organization, the issuer scope, the currency view, and whether you're looking at Live or Test invoices.

Filtering

Filters split into two groups. Invoice filters narrow which issued documents are in scope; tax breakdown filters narrow the component lines within them.

Field	Type	Description
Issued from / to	date range	The reporting period, by issue date. Defaults to the last 12 months.
Legal issuer	issuer	Scope to one legal entity's invoices.
Currency	ISO 4217	Show a single currency view.
Tax jurisdiction	code	Filter component lines to one jurisdiction.
Tax authority	string	Filter to one collecting authority.
Tax category	category	Filter to one tax category (VAT, occupancy, tourist, etc.).

Tip

The active Test/Live mode scopes the whole report — Test mode reports only on sandbox invoices, so you can rehearse a filing without touching live numbers.

Exporting for filing

The Export CSV button downloads the current view — every applied filter carries through — as invoice-tax-report.csv, ready to hand to your accountant or load into a filing tool.

1
Set the period
Choose the Issued from / to dates for the filing period you're preparing.
2
Narrow scope
Optionally filter by legal issuer, jurisdiction, authority, category, or currency to isolate one return.
3
Export
Click Export CSV. The download reflects exactly the filtered summary you see on screen.

How credit notes net out

Because the report reads over fiscal documents, a credit note appears as a negative line in the same period it was issued — and the summary totals are net. If you issued an invoice in January and credited it in February, January's report shows the full positive amount and February's nets the reversal. That keeps each period faithful to the documents actually issued in it.

For how those documents come to exist, see Invoices; for the API form of these reports, see Reports (API).