Export User and Notes Activity

Export User and Notes Activity

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) All activity during the return process, including user action logs and added notes, can be exported.

2) When you have chosen the return, you can click on the Activity button on the right-side menu.


3) You can see all the user action logs and notes on the side panel where you can also Export Activity in an Excel file.


4) This is a sample of how the data will appear in Excel.



Notes
To learn how to export as an Excel Sheet or PDF, click here.
To learn how to export a transaction, click here.
Idea
Success! You have exported into an Excel Sheet, or a PDF.


    • Related Articles

    • 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 ...

    • User action logs

      This step-by-step guide will explain user action logs. 1) The Activity button allows you to view the history of all actions taken in any submission, including any exceptions adjustments. 2) You will see the full history, including the timeframe of ...

    • Exporting data in generate.TAX - Excel & PDF

      Learn how to export your VAT Return, transaction details, and notes activity in generate.TAX. This guide walks you through exporting as Excel, and PDF files, helping you efficiently retrieve the data you need. 1) Once a VAT return is generated, you ...

    • Delete a user

      This guide offers step-by-step instructions to delete a user. The owners' account cannot be deleted. You can assign a new owner and then it can be deleted. 1) Click the 3 dots next to the user or client to be deleted and select Delete User. 2) ...

    • Add a new user

      This guide offers step-by-step instructions for adding users. 1) Click the Users icon. 2) In the Users page, click the Add a user button. 3) Choose between User or Client and enter the First Name, Last Name and the Email Address. 4) Click Send Invite ...