Documentation | User Guide

Documentation | User Guide

Generate account reports

From the Accounts page, you can generate reports. To access it, click on the Accounts menu in the toolbar.

To generate an account report
  1. Go to the search field on the right and select the relevant tax account with the navigation arrow. You can also enter the first two or three digits or letters of the tax account and click on the Magnifying glass icon. This action updates the page and displays the transaction details of the pre-selected tax account;
  2. Click on the Account Report button. This action opens the dialog box Account Report;
  3. Choose the Start Date and End Date, as required;
  4. Click Save. This action confirms that your document is being printed and stored in your message center.