Revenue report with taxes

Issue/Question 


How do I pull tuition reports for tax purposes?

Resolution


The most common report for tax preparation for your business is the Paid Fees report, which breaks down revenue by Category 1 and isolates any Tax collected in a separate column. 

  1. Go to Transactions > Transactions Reports
  2. Select Paid Fees
  3. Enter the Date Paid from and through 
  4. Submit

⚙️Note: User Permissions may limit access to this feature or functionality.

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