Export or print a tax report

Several tax reports can be saved or shared using the export and print buttons in the report header.

Where to find the buttons

Open any report that supports exporting, such as Tax by Jurisdiction or Transaction Detail. In the top-right of the page you will see:

• Excel – downloads the report as a spreadsheet.
• PDF – downloads the report as a PDF document.
• Print – opens your browser’s print dialog.

Export a report

1. Set your filters first (dates, state, and so on) and apply them.
2. Click Excel or PDF. The export uses the same filters you have applied, so the file matches what is on screen.

Print a report

1. Apply your filters.
2. Click Print and choose your printer or “Save as PDF” in the print dialog.

Tip: Always apply your date range before exporting. The downloaded file reflects the currently filtered view rather than the entire data set.