diff --git a/content/applications/finance/accounting/reporting/tax_returns.rst b/content/applications/finance/accounting/reporting/tax_returns.rst index 3c723ac45..7bda4c45d 100644 --- a/content/applications/finance/accounting/reporting/tax_returns.rst +++ b/content/applications/finance/accounting/reporting/tax_returns.rst @@ -101,14 +101,17 @@ Tax Report ---------- Once all the transactions involving taxes have been posted for the period you want to report, open -your :guilabel:`Tax Report` by going to :menuselection:`Accounting --> Reporting --> -Audit Reports: Tax Report`. Make sure to select the right period you want to declare by using the -date filter, this way you can have an overview of your tax report. From this view, you can easily -access different formats of your tax report, such as `PDF` and XLSX. These include all the values to -report to the tax authorities, along with the amount you have to pay or be refunded. +the :guilabel:`Tax Report` by going to :menuselection:`Accounting --> Reporting --> Tax Report`. +Select the period you want to declare using the date filter to have an overview of the tax report. +From the report, click :guilabel:`PDF` or :guilabel:`XLSX` to download the desired format of the tax +report. To save the report to the Documents app, click the :icon:`fa-caret-down` (:guilabel:`down +arrow`) icon, then click :guilabel:`Save`. Select the format to :guilabel:`Export to`, the +:guilabel:`Documents Name`, the :guilabel:`Folder` to store it in, and add any :guilabel:`Tags`. + +The report includes all the values to report to the tax authorities, along with the amount to be +paid or refunded. .. image:: tax_returns/tax_return_report.png - :align: center :alt: download the PDF with your Tax Report in Odoo Accounting .. note::