On the Tax report page you and your client can build and export reports that show their taxable business profit and totals for SA103F categories, or SA105 categories for property businesses, saving you both precious time at year end.
This article is relevant to the enhanced Dext experience. You can access the article for the legacy Dext experience here.
To compile a tax report:
In the client's account go to Reports in the sidebar.
2. On the Tax report page you will see an overview of the transactions that have taken place in the selected tax period for the selected income source. Choose the desired income source in the top right of the page, as well as selecting the tax year.
3. To view or hide the tax boxes mapped to the listed categories switch the toggle at the top of the page.
4. You can also include a comparison to the previous period by turning the ‘Previous period’ toggle on.
5. A downloadable report can be generated by clicking Expert to CSV in the top left of the page.
