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

Short Answer: Click the 'Download report' button at the top of the VAT / sales tax reconciliation report to download the report file to your computer.

PreRequisites

1. Signed in to CleverBalance

2. Access to the tax account shown as 'Tax account name' on the page

3. You are viewing the VAT / sales tax reconciliation report

Steps

1. Confirm you are on the VAT / sales tax reconciliation report page and that the correct 'Tax account name' is selected at the top of the page.
   You see the page title 'VAT / sales tax reconciliation report' and the account name pill 'Tax account name'.

2. Click the 'Download report' button (yellow) near the top of the page.
   Your browser starts a file download or shows a save/open prompt.

3. Wait for the download to complete and open the file from your browser's downloads area.
   The report file appears in your downloads folder or browser download list.

4. If the download does not start, follow the troubleshooting steps below.
   You can resolve download issues or try again.

Troubleshooting

1. Clicking 'Download report' does nothing or no file appears.
   LikelyCause: Browser blocked downloads/pop-ups, network interruption, or the browser prevented an automatic download.
   Action: Allow downloads/pop-ups for this site, check your network connection, try a different browser, or open your browser's download manager to confirm.

2. Downloaded report file is missing expected rows or numbers differ from the screen.
   LikelyCause: The report was generated earlier and the reconciliation data has changed since then.
   Action: Click 'Run new reconciliation' to refresh results, then download the latest report.

3. 'Download report' is visible but you can't save the file.
   LikelyCause: Insufficient permission to export data for this tax account.
   Action: Confirm you have access to the 'Tax account name' and relevant export permissions, or ask your account administrator.