Home VAT/Sales Tax Reconciliation How do I download the VAT / sales tax reconciliation report?

How do I download the VAT / sales tax reconciliation report?

Last updated on May 18, 2026

Short Answer: On the 'VAT / sales tax reconciliation report' page, click the yellow 'Download report' button to download the current report.

PreRequisites

  1. Be signed in to CleverBalance

  2. Have access to the tax account page shows the tax account name

  3. Open the 'VAT / sales tax reconciliation report' page

Steps

  1. Open the 'VAT / sales tax reconciliation report' page and confirm you see the header 'VAT / sales tax reconciliation report'.
    You are on the report page and can see the 'Download report' button near the top.

  2. Click the 'Download report' button yellow at the top of the page.
    Your browser begins downloading the report or prompts you to save the file.

  3. Save and open the downloaded file from your browser to review the exported reconciliation data.
    You can open the downloaded file in a spreadsheet or viewer to inspect the recon data.

Troubleshooting

  1. Clicking 'Download report' does nothing or no file is offered.
    LikelyCause: Browser blocked downloads/pop-ups, a temporary network issue, or the page didn't finish loading.
    Action: Disable the browser pop-up blocker for this site, refresh the page, check your network, and try again. Try a different browser if it still fails.

  2. Downloaded file doesn't match the on-screen recon numbers or timestamp.
    LikelyCause: You downloaded a previously generated recon or the recon was updated after download.
    Action: Confirm the 'Recon ID' and timestamp at the top-right for example 'Recon ID: 5 14 May 2026 03:48 PM', click 'Run new reconciliation' if you need fresh data, then download again.

Note: Download format is controlled by the application; check your browser downloads folder.