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Reports & tax

Pulling a tax report

Generate a PDF report of your transactions over a chosen date range.

2 min readUpdated 1 May 2026

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

Partner Portal tax report screen showing report filters and export controls.
Demo Partner Portal: Tax reporting tools for selecting a period and exporting records.

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 to know

  • Exactly which line items / column headers appear in the PDF — the report is based on the data returned for your selected period. See What the tax report shows for what we can confirm.
  • Currency / VAT handling — check the generated PDF with your accountant before relying on it for filing.
  • Scheduled / emailed reports — not shown in the current interface.

In one sentence

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

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