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
- 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.
- Select Schedule an export.
- Enter email recipient(s).
- Choose frequency.
- Select the day and time you want the export sent.
- Timezone adjustments are available if needed.
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Tap Schedule.
