Viewing the Tax Report

To view the Tax Report:

1. Click on the “Reports” menu.
2. Click on “Accounting Reports.”
3. From the “Accounting Reports” page, select the “Tax Report.”
4. Select the report view method: “Summary” or “Details.”
5. The Tax Report appears on a new page. You can apply several additional filters to the report:
   • Tax: Specify the type of tax you want to report on, or select all taxes together.
   • Revenue Type: Determines how the report is displayed — whether for all issued invoices (accrual), fully paid invoices only, or partially paid invoices.
   • Specify the period for which you want to display the report.
   • Select the currency in which you want to display the report.
   • Select the branches for which you want to display the report.
   • If you want to show items that were not taxed, click “Show Non-Taxed Items.”
6. After modifying the filters, click “View Report.”
7. To view the Tax Declaration with the same currently active filters, click the “View Tax Declaration” button in the report action area — the Tax Declaration opens in the same browser tab with the filters automatically applied and the report generated instantly.
8. You can print the report from “Print” or export it to a CSV, Excel, or PDF file from the export options.

Note: There may be a difference in the report result when displaying based on Paid Invoices versus Issued Invoices, even if all invoices in the specified period are paid. This difference is due to:

• Displaying the report based on paid invoices shows invoices by their payment date, not the invoice issuance date.
• Displaying the report based on issued invoices shows invoices by their issuance date, not the payment date.