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Does the Payment Summary Include Taxes and Fees?

Learn how taxes and processing fees affect what’s shown in your Client Activity report.

Colin Connor avatar
Written by Colin Connor
Updated yesterday

This feature is available on all Goodshuffle Pro Plans.

When reviewing the Client Activity report, the Total Payments amount does include processing fees and taxes collected from the client.

If you want to view how much you received before any fees, use the Tax Report instead. This report will show:

  • All payments (via the Cash Report)

  • Projects with payments (via the Accrual Report)

  • A total of Taxable Sales and Taxes

To determine what you actually kept from those sales before fees were processed, use this formula:

Taxable Sales – Taxes = Your Net Sales Before Fees


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