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Tax reports are essential for ensuring compliance and accurate financial management. The tax report lets you filter by date and review all taxes collected within the specified date range.

Accessing tax reporting

You can find all tax data within the Finances section of Vori Back Office.
  1. Log in to Vori Back Office.
  2. Click Reports in the left navigation menu.
  3. Select Finances.
  4. Click Taxes.

Exporting a report immediately

  1. Choose the preferred Date Range.
  2. Select the Export button in the top right-hand corner of the page.
  3. Select desired layout option.
Export dropdown showing layout and schedule options

Scheduling an export

  1. Choose the preferred Date Range for the scheduled export.
  2. Select the Export button in the top right-hand corner of any reporting page.
  3. From the dropdown, select Schedule recurring email…, then click Add Schedule.
  4. Choose whether you want to export:
    • the full report, or
    • an individual element.
  5. If exporting the full report, choose the layout format of the PDF. If exporting an individual element:
    • Select the specific widget (individual element) you want included.
    • Choose the export format: Excel or CSV.
  6. Edit the file name if needed.
  7. Enter email recipient(s).
  8. Choose frequency.
  9. Select the day and time you want the export sent.
  10. Timezone adjustments are available if needed.
  11. Click Schedule.