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What's the best report for monthly sales for filing WA B&O taxes?

edited Nov 6, 2025 5:52PM in Search / Reporting 3 comments

Hello!

I'm looking for advice on the best report to run for monthly sales, filtered by Washington State service/shipping addresses for the purpose of calculating WA B&O taxes. I'm finding different options, but need some additional details reflected and I'm not having luck with the exact right report.

We use Projects & Segment Codes at the line level to produce details (custom fields) like Department, Class, Revenue Type, Revenue Sub Type, etc. We also have a custom field "Customer Type" that we would want identified. What would be a good report to customize or saved search type we could utilize to get the information we needed?

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