How to Use the Tax Report

Written By Dennis Rodin

Last updated 15 days 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 in Insights → Tax Report. This page is a Pro feature.

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 tax rates that drive this report are configured in Settings → Company Profile (default tax rate) and in Settings → Counties or Zones (per-jurisdiction overrides). If the numbers don't match what you expect, that's the first place to check.

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