Tax report

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Overview

• View tax collection summary
• Filter by date range
• See tax breakdown by type (if multiple tax rates)
• Export to PDF or Excel
• Generate tax statements for filing

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Prerequisites

• The Report module must be enabled.
• Taxes must be configured in Settings.
• You need permission to view reports.

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Step-by-Step Actions

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1. Open Tax Report

1. In the left sidebar, expand Reports.
2. Click Tax Report.
3. The Tax Report page opens.

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2. Set the date range

1. Choose start and end dates.
2. Click Generate or Apply.
3. The report updates.

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3. View tax summary

1. See total tax collected for the period.
2. View breakdown by tax type if you have multiple rates.
3. Check that amounts match your expectations.

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4. View sales vs tax

1. The report may show taxable sales and tax amount.
2. Use for reconciliation with your accounting.

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5. Export the report

1. Click Export PDF or Export Excel.
2. Save for tax filing or records.

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6. Print for records

1. Click Print if needed.
2. Keep a copy for your files.

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Common Mistakes and How to Avoid Them

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End Result

• You have a clear tax summary for the period.
• You can export and use it for tax compliance.