How to Export Tax Reports

Overview
Download a summary of tax collected over a period for filing or accounting.

Steps

1. Go to Settings > Tax Settings (or Finance > Reports if available).

2. Click Export next to Tax Settings or run the Tax Summary report.

3. Choose date range and format (CSV/Excel).

4. Download the file.

Tips

• Export monthly or quarterly to align with your tax-filing schedule.

• Cross-verify exported totals against your general ledger.

Troubleshooting / FAQs

• Q: No Export button visible.

  • A: Check your user role has “Export” permission under Roles & Permissions.

• Q: Report shows zero tax.

  • A: Confirm you had invoices with tax applied in the selected date range.