Once all the transactions are imported and reviewed, you can head over to the 'Reports' page to download the tax reports.
NOTE: The screenshots below are the tax configurations displayed for an Australian TallyTax user. If you are in a different country/tax jurisdiction - your financial year periods and inventory methods might look different.
Financial Year Period
As seen below, we date the reports all the way back to 2013 (this is included in your subscription), so you can download the tax reports from previous financial years.
Custom Date Reports
We also provide the option to produce custom date reports - simply enter the start and end date.
Inventory Method
The default inventory method differs depending on the country that was selected upon sign-up. If another inventory method is selected, please make sure it is accepted in the relevant jurisdiction.
NOTE: Always check with your accountant or local tax professionals for the most appropriate inventory method for your individual situation.
Different Types of Reports
Once you have selected your financial year period and inventory method, you can download both CSV and PDF reports.
We do not charge you extra for extra reports. You can generate the reports as many times as you'd like as long as you have an active subscription with us.