Viewing the Fallback Tax Reconciliation Report

Admin: Corporate Admin
Page: Reports > Sales Reports
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Reports/Sales/FallbackTaxReconciliation
Permission: ViewSales()

When a tax service goes down, every sale that doesn’t collect tax is recorded in the Fallback Tax Reconciliation report.

Learn more: To learn how to set up the platform’s Fallback Tax Service see: Setting up Fallback Tax Service.

  1. Under Payments and Tax Reports, click the Fallback Tax Reconciliation report.

  2. You can export the Fallback Tax Reconciliation report and open it any spreadsheet program (Google Sheets, Microsoft Excel, etc.).

    1. Click the Export button.

      Export button

      The report downloads as a CSV file.

    2. Edit the CSV file to inspect the data.

    3. Upload the file manually in your tax provider of choice’s portal to record missing transactions.

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