Tax Summary Report

Gabriela Garcia

Updated April 01, 2026 19:42

The Tax Summary Report is a standard financial report designed to provide a comprehensive breakdown of taxes for properties using the Fiscal Document Service. This report allows users to view the base amount and actual tax amount for various fiscal documents, alongside essential document details such as status, type, and recipient information.

Accessing the Report

To access the Tax Summary Report, follow these steps:

Open the Main Menu
Go to Reporting.
Select Financial Reports.
Click on Tax Summary Report.

Filtering and Navigation

The report offers several filters to help you drill down into specific tax data:

Date Range: Filter documents by their invoice date.
Document Status: Filter by document lifecycle stages, including Allocated, Completed, Failed, Open, Paid, Partially Paid, and Voided.
Document Kind: View specific document types such as Invoice, Receipt, Credit Note, or Pro Forma Invoice.
Tax All: Filter to see only specific taxes applicable to your region (e.g., GST, GCT, TAX 10%, etc.).
Group By: Organize your data by Reservation Source or Reservation Source Category to see which channels are driving specific tax totals.

Top filter bar of the Tax Summary Report showing dropdown menus for Status, Kind, Classification, and Grouping

Understanding the Report Data

The report generates a detailed table containing the following information for each record:

Column Category	Information Included
Document Details	Fiscal Document Number, Status, Invoice Date, Document Kind, Document Type, and Simplified status.
Recipient Info	First/Last Name, Recipient Type (Person/Company), Recipient ID, and Country.
Financials	Fiscal Amount, Tax Kind, and Government Integration Status.
Reservation Info	Reservation Source, Reservation Source Category, and Reservation Number.
Tax Breakdown	Detailed columns for each tax type showing both the Taxable (Base) Amount and the Tax Amount (e.g., GST Taxable vs. GST Tax).

Main data table of the report showing fiscal document details and the horizontal scroll for tax breakdown columns

Exporting the Report

You can export the Tax Summary Report for external use or accounting purposes:

Click the three vertical dots (actions menu) in the top right corner of the report.
Choose your preferred format:
- Export to PDF
- Export to CSV
- Export to Excel

The export menu options displayed after clicking the three-dot icon

Tax Summary Report FAQ

Who can use this report?

This report is automatically available to all properties currently using the Fiscal Document Service.

Can I see the base amount before taxes?

Yes, the report specifically breaks down the base tax amount (Taxable) and the actual tax amount for every document listed.

Where can I find other reports for Fiscal Documents in Cloudbeds?

The Invoices Report is not applicable for properties using the Fiscal Document Service. If Fiscal Documents is enabled, invoice and credit note data is managed through a different dataset and may not appear in that report.

To access additional reporting for fiscal documents, use the reports available in Cloudbeds Reports:

Go to Main Menu > Reporting > Cloudbeds Reports.
Search for Fiscal Documents.
Open either Fiscal Documents or Fiscal Documents with Details.

These reports provide access to fiscal document data, including tax and document-related information.

For an overview of how Fiscal Documents work in Cloudbeds, see Cloudbeds Invoicing: Introduction to Fiscal Documents.

To explore all available stock reports, see Cloudbeds Stock Reports.