Viewing tax reports


To view tax reports:

  1. Go to Company.
  2. Under Tax reports, click Tax reports.

The Tax reports list displays the details of tax reports. The details may vary depending on the list settings. By default, the following columns are displayed:

  • Start date. A report period start date.
  • End date. A report period end date.
  • Status. A report preparation status.
  • Description. A report name or short description.
  • Template. A template that a report is based on.
  • Company. A company that a report is created for.

To quickly find a report in the list:

  • Sort the list by any column by clicking its header. To change the sorting order, click the header again.
  • Search the list using the search field above the list.
  • Filter the list using the filters above the list:
    • Period. Shows only the reports with the selected report period.
    • Company. Shows only the reports created for the selected company.
    • Template. Shows only the reports based on the selected tax report template.
    • Status. Shows only the reports with the selected status.

To view a certain report:

  • Double-click the report line.

To view the report settings:

  • Select the report line and click Edit.
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