Add Transaction Filters for Specific Taxes (like Discount Filters)

[HeidelbergBaker]

I would like to request the ability to filter transactions in the Dashboard by the specific tax applied, similar to how transactions can currently be filtered by discount type.

At the moment, if we want to review transactions where certain taxes were applied or intentionally not applied, the only practical option is to export transactions to CSV and filter the data in a spreadsheet. While this works, it adds unnecessary steps when reviewing transactions directly inside the dashboard.

In our business we use several tax categories, for example:

Tax Exempt – Resale
Tax Exempt – 501(c)(3)
No Tax (native Square status when no tax is applied)

It would be extremely helpful if the Transactions page allowed filtering by tax type, similar to the existing discount filters. For example:

Filter → Taxes Applied

Sales Tax
Tax Exempt – Resale
Tax Exempt – 501(c)(3)
No Tax

This would allow operators and accountants to quickly review tax-exempt sales, verify nonprofit transactions, audit resale purchases, and investigate tax discrepancies without needing to export and analyze transaction data in a spreadsheet.

Since Square already tracks which tax rule is applied to each transaction, exposing that field as a dashboard filter would make transaction review and tax auditing significantly easier.

Thank you for considering this improvement. If other sellers would find this helpful, please upvote so the Square product team can see there is demand.

[SVLFever]

Hey @HeidelbergBaker .  Thanks for sharing the idea.  There have been multiple requests for improvements to tax exempt functionality, which you can find several of here as an example;

• Tax Exempt Customer Request 
• Invoices marked as tax exempt 
• Tax exempt report filter 

And several others.

This request is different though as you are requesting that a different type of tax is filterable, yes?   You need to know the amount of items sold for "resale" compared to sales to tax exempt customers, correct?   

I just want to verify for everyone here, as this would be different than most of the tax exempt requests.