Managing financial records effectively is essential for maintaining accurate reporting and compliance. When dealing with sales tax, tracking and accessing detailed transactions is important for better oversight. In this guide, you’ll learn how to filter transactions under the "Wallet Sales Tax" category and download the corresponding invoice as a PDF from the billing section of your account. This streamlined process will ensure you have easy access to the necessary documents for accounting or tax purposes.
Access Wallet & Transactions
Begin by logging into your account and selecting the Billing section from your Agency Settings. Within the Billing area, locate the Wallet & Transactions tab. Here, you’ll find an overview of your financial activities.
Filter by Wallet Sales Tax
Under Detailed Transactions, use the filter options to select the Wallet Sales Tax category. This will display only the relevant transactions related to sales tax in your wallet.
Download Invoice
After filtering the transactions, locate the specific transaction you require and select the arrow associated with it to view the details of the transaction.
Generate an invoice to review the comprehensive breakdown of the tax amounts and transaction details for complete financial transparency.
Download the corresponding invoice by clicking the View Invoice button to save it as a PDF to your device.
Keeping track of sales tax transactions is crucial for financial accuracy and regulatory compliance. By following these steps, you can download invoices for record-keeping. This simple yet effective process ensures that your documentation is organized and readily available when needed.