The tax summary is what goes on the tax return: tax collected on sales, by rate, for the period. Check it against the invoices before filing.
What it shows
Tax summary totals the tax on invoice lines in the period, grouped by the rate applied, and shows the taxable revenue it was charged on and the effective rate overall. It reads issued invoices and ignores void and refunded ones; write-offs and partial credit notes aren't deducted, so for a return check them in Discounts & refunds.
Filters: a date range with the presets Today, Week, Month, Quarter and Year or a custom range, a location, compare with the previous period. It needs the financial reports permission, which Administrators and Bookkeepers have.
Reading it
Headline figures: Tax collected, Taxable revenue, Tax rates used, Effective rate.
Columns: Rate, Taxable amount, Tax collected.
Acting on it
Run it for the tax period with compare on to spot a jump. More than one rate in the table on a clinic that charges one means some items carry the wrong rate; fix it on the service or product under Taxes.