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Tax Reconciliation

The Tax Reconciliation report in Manager.io provides an overview of how tax amounts from tax codes, tax payments, and refunds impact tax accounts. This report helps ensure that your tax transactions are accurately reflected in your financial statements.

Creating a Tax Reconciliation Report

To create a new Tax Reconciliation report:

  1. Go to the Reports tab from the left navigation menu.
  2. Click on Tax Reconciliation in the list of available reports.
  3. Click the New Report button to generate a new report.

Tax ReconciliationNew Report