Review Tax Reports

Review transaction tax totals for a selected reporting period.

Before you start

Reports support record review but do not replace professional tax advice.

Dashboard → Reports

Navigate to the relevant workspace area.

Choose the relevant report and period. Review the information shown before continuing to the next step.

Review taxable sales, expenses and credits. Review the information shown before continuing to the next step.

Inspect source documents. Review the information shown before continuing to the next step.

Export for professional review. Review the information shown before continuing to the next step.