Export the Sales Report for tax and accounting
Download a clean CSV of invoiced sales, payment status, GST, package liability movements, redemptions, refunds, voids, and adjustments.
In this guide
Choose the reporting period
Open Sales & Invoices, then select Sales Report.
Choose This Month, Last Month, Current GST Period, Previous GST Period, Financial Year, or Custom Range.
Set the business GST filing cycle to monthly, two-monthly, or six-monthly so the GST presets use the correct period.
Keep each export to 12 months or less. Generate separate files for longer histories.
Understand the ledger
Review the summary and ledger preview before downloading.
Paid services and products appear as Revenue. A paid package purchase appears as Liability.
Each package redemption creates a Revenue row and a matching negative Adjustment row that releases package liability.
Refunds, voids, credits, and adjustments are negative and reference the original invoice so totals reconcile.
Download and retain records
Confirm ContactName, payment date, description, quantity, GST-exclusive unit amount, tax rate, GST amount, GST-inclusive total, type, and payment method.
Select Download CSV. The file opens in spreadsheet software and can be provided to your accountant or mapped into income and tax software.
This report covers sales-side records only. Keep purchases, expenses, payroll, bank records, and other evidence separately, and confirm the correct filing basis with your accountant.
Retain source invoices, corrections, and exports for the period required by the tax authority.
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