What the tax report shows and doesn’t show

The tax report is historical only — facts about a period that’s already happened. Beyond that, we want to be careful what we claim.

What we can confirm

From GetTaxReport.jsx:

• The report covers a chosen date range with a start and end date displayed in the PDF header ("Reporting Period: - ").
• The PDF is generated client-side using jsPDF + jspdf-autotable.
• The downloaded file is named tax_report_YYYYMMDD_HHmmss.pdf (timestamp at download time).

What we can’t confirm without further audit

• Which exact column headers and line items appear — the PDF rendering code calls autoTable with content fetched from the backend; we don’t enumerate the structure from the rendering code alone.
• Whether VAT, refunds or specific transaction-type subtotals are included.
• Whether different transaction types (stamp-exchange, reward-exchange, teds-purchase, teds-purchase-fee) appear as separate lines or aggregated.

If you need the report to show specific information for an accountant, generate one for a known period and check what you get before relying on the format. If anything material is missing, open a ticket and we’ll either explain what’s in the report or get the missing piece added.

What it definitely isn’t

• Not a forecasting tool. Historical only.
• Not auto-emailed. You generate and download manually.
• Not a CSV or spreadsheet export at v1. PDF only via jsPDF.
• Not a full bookkeeping replacement. Hand the PDF to your accountant for proper tax filing.

In one sentence

Historical PDF for a chosen date range — exact line-item structure depends on what the backend returns; check a real export to confirm before relying on a particular column being there.