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.
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:
Choose the preferred Date Range for the scheduled export.
- Tap onto the Export button in the top right-hand corner of the page
Select Schedule an export
Enter email receipent(s)
Choose frequency
Select the day and time you want the export sent
Timezone adjustments are available if needed.
Tap Schedule
