What's the difference between the Actual and Expected Reports?
In this article
There are two versions of each individual state Sales Tax Report.
You can view this in the tabs "Actual Sales Tax Collected" and "Expected Sales Tax Due" :
What's the difference between these Reports?
1) The Actual Sales Tax Collected tab in your Report shows the actual amount of tax you're collecting through your cart.
2) The Expected Sales Tax Due tab in your Report is our estimate of what the state will expect you to remit.
How does this help me?
This feature helps you keep an eye on whether or not your tax collection is on track at any given time.
Are you new to compliance but you haven't started collecting yet? Or, do you need to go back and estimate the amount of tax that you should have collected in the previous filing periods?
- The Expected Sales Tax Due Report can help in both cases. We have found, over the course of filing thousands and thousands of returns, that the state's calculation is very close to the estimate you see in the Expected Sales Tax Due Report, so we provide this estimate in addition to your actual Report to give sellers advance notice of the amount the state will expect to be paid.
- Related: How to file a sales tax return (when you haven't collected any tax.
What if I have a question regarding the amounts in one or both of my Reports?
Please email email@example.com and include as much information as possible regarding the numbers that you were expecting to see in the Report(s). We appreciate you providing specific details such as:
- Which Report are you referencing (or if both, please confirm this);
- The exact amounts you're seeing in your Reports and the section of the Report where this amount is currently displayed;
- Actual tax collected amount or export of these numbers from your Cart if possible.