Pulling a tax report

The tax report consolidates your loyalty-programme transactions for a chosen date range into a downloadable PDF.

Generating

1. 01
   Open Get Tax Report

   /get-tax-report from the portal sidebar.

2. 02
   Pick a date range

   Preset options: 1, 7, 30, 90 days. Or select a custom start/end date via the date range picker.

3. 03
   Generate the report

   The page loads the in-page summary for the selected period.

4. 04
   Download as PDF

   The Download action generates a PDF using jsPDF + jspdf-autotable. The file downloads with a name like tax_report_YYYYMMDD_HHmmss.pdf (timestamp based).

What we don’t document precisely

• Exactly which line items / column headers appear in the PDF — the PDF is rendered server-data + jsPDF; we don’t enumerate the columns from the rendering code without further audit. See What the tax report shows for what we can confirm.
• Currency / VAT handling — not explicit in the rendering code; ask your accountant whether the PDF gives them what they need.
• Scheduled / emailed reports — not exposed in the v1 UI.

In one sentence

Get Tax Report → pick a date range (1/7/30/90 days or custom) → Generate → Download the timestamped PDF.