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.
- Go to Transactions > Transactions Reports
- Select Paid Fees
- Enter the Date Paid from and through
- Submit
⚙️Note: User Permissions may limit access to this feature or functionality.
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