Create and View Tax Report Snapshots

The Create and View Tax Report Snapshots feature allows users to save and access snapshots of various tax reports for record-keeping, comparison, or review purposes. By creating a snapshot, users can capture a static view of tax data at a specific moment, which can later be revisited or exported for further analysis. This functionality ensures that historical data remains accessible, even as live data changes.

Prerequisites: Authorised Users.

Instructions

1. From the main Dashboard, click the Reporting tab.
   
   
   
   
   
   
2. Click the tax report you wish to create or view a snapshot of, from the dropdown menu: Tax (Accrual), Tax (Revenue - Any Paid), Tax (Revenue - Paid in Full), Tax (Uncollected Invoices). For example click Tax (Accrual) to enter the Tax Report (Accrual Basis) page.
   
   
   
   
   
   
3. To create a snapshot, click the green Save Snapshot button.
   
   
   
   
4. To view a previously created snapshot, click the blue View Snapshots button to enter the Tax Report (Accrual Basis) Snapshots page.
   
   
   
   
   
   
5. To return to the Tax Report (Accrual Basis) page, click the blue View Live Data button.
   
   
   
   
6. To view a snapshot, click on the Snapshot Date to enter the page.
   
   
   
   
   
   
7. To locate specific data, use the Search field in the top-right corner. Enter keywords such as months, categories, amounts, or other relevant terms to quickly filter the results.
   
   
   
   
8. You can Copy, Print, and export to PDF, Excel and CSV by clicking on the blue buttons at the bottom of the page.