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Accounting Pro — Tax · Tax Reports (how to use)

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Tax · Tax Reports

Module: Accounting Pro

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu Accounting Pro.
  3. Click Tax · Tax Reports.
  4. Direct route (for admins): admin/accounting_pro/accounting_pro_tax_reports

What this screen is for

Configure tax rates, register transactions, and run tax reports.

How to use — step by step

  1. Maintain tax rates and effective dates.
  2. Ensure sales/purchase transactions use correct tax codes.
  3. Run tax register for the filing period.
  4. Export tax report for submission.

Common buttons & actions

  • New rate
  • Tax register
  • Export report

Required permissions

Staff need the accounting_pro_tax_management feature with: view, create, edit, delete.

Assign under Setup → Staff → Roles → Permissions.

Related guides

See the Accounting Pro overview for module-wide workflows, API, and setup.

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