Home VAT/Sales Tax Reconciliation How do I share this VAT / sales tax reconciliation report with others?

How do I share this VAT / sales tax reconciliation report with others?

Last updated on May 18, 2026

Short Answer: Click the 'Share' button at the top-left of the report page to open sharing options for this reconciliation.

PreRequisites

  1. Be signed in to CleverBalance

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

  3. Have permission to view and share this tax account's reports

Steps

  1. Open the 'VAT / sales tax reconciliation report' page.
    You see the page header and action buttons.

  2. Click the 'Share' button located left of 'Run new reconciliation'.
    The app displays sharing options link, recipients, or sharing settings.

  3. Use the shown sharing options to send or copy the report link or invite colleagues according to the dialog.
    Recipients can access the report per the sharing settings you chose.

Troubleshooting

  1. Clicking 'Share' does not open any options.
    LikelyCause: UI blocked by browser pop-up settings, or your account lacks sharing permission.
    Action: Refresh the page, allow pop-ups for the site, and ensure you have permission to share this tax account. If you still can't share, contact your account admin.

Note: Exact sharing controls link vs email are shown in the share dialog after you click 'Share'.