Check which tax types and date range are included in the tax report before using figures for reconciliation.
Why this matters
A report answers a business question only when its date range, brand, filters, and measure are clear. Open the records behind an unexpected number before sharing or acting on it.
Before you start
Choose the date range and brand that match the question, and check your report access.
In Releventful
Click Reports and open the tax report; set the period, brand and included tax types.
Click an unexpected total to inspect the invoice line and tax type behind it.
Click Download after the report matches the invoices you intend to reconcile.
A useful decision
Separate booked sales, invoice value, tax, and money actually received. They answer different questions; a payment may also be processing or deposited on another date.
Check the result
Open a source record when a figure is surprising. Save or export only after confirming the scope.
Important to know
Filters change which records appear. Revenue, invoice value, and money received may answer different questions even when their totals look similar.