Objective: To display the sales and purchases tax report, with the option to specify the time period, print the report, or export it as an Excel file.
Steps to view the tax report: #
Step 1: Accessing the Reports menu
From the main interface, scroll down the page slightly, then click on the “Reports” icon.
Step 2: Open Tax Reports
From the Reports menu, select “Tax Reports”.
Step 3: View the Report
The tax report screen will appear immediately, displaying all available data.
Note: The report displays all data by default, without the need for filtering.
Step 4: Select a specific time period (optional)
If you wish to view data for a specific period, use the “Filter” option at the top of the page and select the appropriate period:
- today
- Last 7 days
- This month
- The current year
- Designated period
After specifying the period, the report will be updated automatically.
Step 5: Print or export the report
Scroll to the bottom of the page, then select:
- Print: To obtain a hard copy.
- Download Excel: To save the report as an Excel file on your device.
✅ Additional tips: #
- Check the numbers before printing or sending.
- Use “Custom period” for quarterly reports or specific timeframes.
