Export Transactions

Export Transactions

Learn how to export your VAT Return, transaction details, and notes activity in generate.TAX. This guide walks you through the available export options, helping you efficiently retrieve the data you need.

1) You can export the Transactions separately, without the VAT Return report included. You need to go to the Transactions tab.


2) You will need to click on Export Transactions which will export in Excel format.


3) This is a sample of how the report will appear in Excel.



Notes
To learn how to export as an Excel Sheet or PDF, click here.
To learn how to export user and notes activity, click here.
Idea
Success! You have exported your transactions.



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