How do I share this reconciliation report?

Short Answer: Click the 'Share' button near the top of the VAT / sales tax reconciliation report to open sharing options.

PreRequisites

1. Signed in to CleverBalance

2. Permission to share reports for the 'Tax account name'

Steps

1. Open the VAT / sales tax reconciliation report for the 'Tax account name'.
   You see the page title and action buttons including 'Share'.

2. Click the 'Share' button next to 'Back to list'.
   A share dialog or options appear site-specific sharing UI.

3. Follow the on-screen sharing steps enter recipients or copy link provided by the share dialog.
   Report link or share options are delivered as instructed by the dialog.

4. If the share action does not complete, follow the troubleshooting steps below.
   You can resolve common sharing issues.

Troubleshooting

1. Clicking 'Share' does nothing or no dialog appears.
   LikelyCause: Browser blocked pop-ups, or you lack permission to share this report.
   Action: Allow pop-ups for this site, verify sharing permission for the 'Tax account name', or try a different browser.

2. Recipients cannot access the shared report.
   LikelyCause: Recipients do not have access to the tax account or the shared link requires authentication.
   Action: Ensure recipients have access to CleverBalance and to the 'Tax account name', or provide an exported file via 'Download report'.

Note: The 'Share' button is located next to 'Back to list' at the top-left of the report.