The Transactions tab in Kintsugi gives you a detailed view of all transactions pulled from your connected integrations. From here, you can search, filter, export, and manage transaction data to stay on top of your sales tax obligations.
Accessing the Transactions Tab
Log in to your Kintsugi account.
From the left-hand menu, select Transactions.
The Transactions page will display, showing your transaction list and dashboard.
Key Features
Search
Use the search bar at the top of the page to quickly locate transactions by:
Customer name
Transaction ID
Status
Jurisdiction
Quick Actions
Kintsugi Sheets (green icon): Opens Kintsugi Sheets through Google Workspace Marketplace. (See our article: Introducing Kintsugi Sheets)
Export to Excel: Send transaction reports directly to your email within 1–2 minutes. You can export:
Transaction Details – Full transaction data with jurisdiction-level summaries.
Transaction Summary – Aggregated data at the jurisdiction level.
Before submitting an export request, select:
Country
Start and end year
Whether to include invalid addresses
Filters
Click the filter icon (top right) to refine which transactions are displayed. You can filter by:
Country
Jurisdiction
Transaction type (Sale, Credit Note)
Transaction source (specific integration)
Address status (Verified, Unverified, Partially verified, Invalid, Unverifiable)
Filing status
Transaction status
Pending: In progress, not finalized
Committed: Paid and final
Canceled: Voided, never completed
Fully refunded: Entire payment returned
Partially refunded: Only part of payment returned
Marketplace
Date range
Dashboard Highlights
At the top of the Transactions page, you’ll see quick figures for:
Total transactions
Total sales
Taxable sales
Incomplete addresses
⚠️ Pay special attention to incomplete addresses.
Click Incomplete Addresses to review transactions missing or requiring address verification.
Update or validate details as needed, then approve them.
Transaction Table
The main table displays:
ID
Customer name
Description
Date
Jurisdiction
Amount
Converted amount
Tax liability
Status
Actions:
Archive transactions – via the kebab menu (three dots).
Customize columns – Add or remove fields such as subtotal, discount, tax collected, transaction type, marketplace, etc.
Pagination and Display Options
Navigate through pages or jump to a specific page number.
Adjust results per page: 25, 50, or 100 transactions.
Why This Matters
The Transactions tab is your central hub for monitoring and managing all sales activity feeding into Kintsugi. Use it to:
Verify addresses
Track taxable sales
Export detailed reports
Customize your view to focus on what matters most
✅ Next step: Review your filings and schedules to ensure compliance.