View & Download Tax Summary Report

Review monthly tax activity across income and expense transactions — with exportable summaries for VAT reporting, reconciliation, and compliance audits.

🔐 Access Control

• Only Admin users or staff with report permissions can access tax summaries
• From the Dashboard, use the side menu to navigate: Accounting → Report → Tax Summary

🧭 Step-by-Step: View Tax Summary

1️⃣ Apply Filters

Use the filter panel to define your report scope:

• Year: Select the reporting year (e.g. 2025)
• Click the Search icon to generate the report

2️⃣ Review Report Sections

The report will display:

• Income Tax Section
  • Tax type (e.g. VAT)
  • Monthly breakdown from January to December
  • Amounts reflect tax collected on revenue and invoices
• Expense Tax Section
  • Monthly breakdown from January to December
  • Amounts reflect tax paid on bills, purchases, and payments
  • If no expense tax is recorded, a note will appear (e.g. “Expense tax not found”)

Use this summary to reconcile VAT obligations and prepare for filings.

📥 Download the Report

• Locate the Download button at the top right of the report panel
• Click to export the report in your preferred format (e.g. PDF)
• The exported file will include:
  • Monthly tax breakdown by income and expense
  • Total tax collected and paid
  • Reporting duration and filter criteria

✅ Best Practices

• Review tax summaries monthly to monitor VAT activity
• Ensure all taxable transactions are correctly categorised
• Export reports before VAT filings or financial reviews
• Archive reports quarterly for compliance and traceability
• Use sector-fit tax labels (e.g. Care Home VAT, Cleaning Service Tax, Logistics GST) for clarity