How to Use the Tax Report
Total tax collected by cemetery, county or month, with exempt orders separated out and a CSV your accountant can work from.
Written By Dennis Rodin
Last updated About 3 hours ago
The Tax Report shows total tax collected across your orders, broken down by cemetery, county, or month, with a one-click CSV export for your accountant. Use it for monthly accounting, year-end filings, and understanding where your taxable revenue is coming from.
Find it under Tax Report in the left sidebar. This page is a Pro feature. On Basic it opens as a look-only preview under the Pro card; the report and its Export CSV come with Pro or a Pro trial.
Use the search bar at the top of the page to find a specific order.
What you see at the top
The top of the page shows four headline numbers:
Total tax: total tax collected across all orders in the current view.
Order count: how many orders contributed to that tax total.
Tax-exempt orders: how many orders were marked tax exempt.
Tax-exempt revenue: the total revenue from those exempt orders.
The tax-exempt numbers are there so you can see at a glance how much revenue was written without tax, which is useful for audit prep and for tracking the size of your wholesale and exempt business.
Grouping
Choose how the table is grouped:
Cemetery: see tax collected per cemetery. Useful when different cemeteries are in different tax jurisdictions.
County: see tax collected per county. Matches the way most tax authorities want their data.
Month: see tax collected per month. The table shows individual months (for example, February 2026, March 2026) with quarter rollups (Q1, Q2) so you can scan both monthly and quarterly views in one place.
The bottom of the table always shows the totals row across all groups (total orders, total tax).
Export to CSV
Click the Export CSV button to download the current view as a CSV file. The file matches whatever grouping and date range you have set, which means you can prepare the exact CSV your accountant wants without leaving MonuDesk. Most bookkeepers will ask for the month grouping for sales tax filing, and the cemetery or county grouping for jurisdictional reports.
Tax rate setup: The rate on an order is picked by working down these steps and stopping at the first one that has a rate: a rate typed manually on the order (on a new quote only while Automatic Tax Calculation is off), then (when Automatic Tax Calculation is on in Settings → Taxes) the rate for the purchaser's ZIP code, then the cemetery's county or zone rate (Settings → Counties/Zones), then the Default tax rate of the office location the order belongs to (Settings → Office Locations), then your company-wide default tax rate in Settings → Company Profile. Hover the question mark next to the tax rate on an order and the tooltip names which step the rate came from. A saved order keeps the rate it was saved with. If the numbers here don't match what you expect, that's the first place to check.
Related articles:
Was this helpful?
Still need help? Ask the team