This article explains how to generate and export tax reports in Back Office.
Tax reports are essential for ensuring compliance and accurate financial management.
Our new tax report allows you to filter by date and review all taxes collected within the specified date range.
Overview Video
Accessing Tax Reporting
To access Tax reports, navigate to Reporting > Finances > Taxes

Steps for Immediate Export
1. Choose the preferred Date Range
2.Tap onto the Export button in the top right-hand corner of the page
3. Select Download to save the report as a PDF
Steps to Schedule an Export
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Choose the preferred Date Range for the scheduled export.
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Tap onto the Export button in the top right-hand corner of the page
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Select Schedule an export
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Enter email receipent(s)
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Choose frequency
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Select the day and time you want the export sent
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Timezone adjustments are available if needed.
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Tap Schedule