Exporting data in generate.TAX - Excel & PDF

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 can Export the report in either Excel or PDF format.


2) You can export to Excel - this creates a file with the filled in VAT return and includes all transactions and exceptions.


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


4) You have 2 separate tabs for the Detailed VAT Return and for the Exceptions report. This is a sample of the Detailed VAT Return tab.


5) You can Export in PDF version - this creates a file with the filled in VAT return.


6) This is a sample of how the report will appear in PDF format.


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


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