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Loyalty Club PLC
Reports & tax

What the tax report shows and doesn’t show

What the tax-report PDF covers, and what to check before relying on it.

2 min readUpdated 1 May 2026

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

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

What we can confirm

The tax report covers:

  • The report covers a chosen date range with a start and end date displayed in the PDF header ("Reporting Period: - ").
  • The PDF is generated from the report data returned for that period.
  • The downloaded file is named tax_report_YYYYMMDD_HHmmss.pdf (timestamp at download time).

What to check

  • Which exact column headers and line items appear — generate a report for a known period and compare it with your own records.
  • 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 currently. 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.

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