What is it?
The Tax Summary Report allows you to view a breakdown of taxes by invoice number or credit note. It’s invaluable if:
You’re not connected to a finance system.
You’re using US tax and need to identify invoices with Heavy Equipment Tax.
Use this report to cross-check tax amounts before entering them into your accounting system.
⚠️ Note: This report is not intended for submission to tax authorities. Use your finance system (e.g., Xero, QuickBooks) for official tax reporting.
How to Use the Tax Summary Report
Step 1: Access the Report
Navigate to the Reports section from the main menu.
Select the Tax Summary Report from the list.
Step 2: Choose Your Filter
You can filter the report by:
Invoice Number
Credit Note
Account
You can use the dropdown or search bar to select the relevant filter.
Step 3: Export or Print
Use the Export button to download the report as a CSV or PDF.
You can also print the report directly from the interface.