Taxes & compliance • Updated Jan 2026
Use tax summary reports for filings
Prepare tax filings with accurate collected and paid totals.
reportstaxfiling
The tax summary report shows what you collected and paid during a period.
- Open Reports > Tax.
- Select the filing period dates.
- Review totals for collected and paid taxes.
- Export CSV or PDF for your accountant.
- Keep supporting invoice and expense exports together.
Always confirm tax rates and dates before submitting a filing.