Overview #
The Tax Summary Report provides a detailed breakdown of sales tax collected over a specified period. This report helps you understand your tax liabilities and ensures accurate tax reporting.
Access the Report #
Select the Tax Summary report under the Sales Summary Report section.
Filter Options #
- Select Date Range: Choose a specific date range to generate the report.
View Report #
Tap the View Report Button to see the report.
Download or Share #
- PDF File: Click the red file icon to download the report as a PDF.
- Excel File: Click the green file icon to download as an Excel file.
- Email Report: Send the report by email by entering the name and email address of the recipient.
Favourite #
Mark the report as a favorite by tapping the “heart” icon.
It will display the configured favorite reports.
Refresh Report #
To refresh the report, click the clear button at the upper-right corner of the screen
