This feature is available on all Goodshuffle Pro Plans.
This feature is accessible to account owners and admins, ensuring secure and role-based access.
You can have the system generate and email you a Sales Tax Report by clicking the button below. When generating your report, choose:
Whether you need the report in Cash or Accrual format
The date range and period
Export the report for further analysis or record-keeping.
Troubleshooting Missing Reports: If you cannot find the "Reports" tab or the "Tax Report" option, try performing a hard refresh to reload the application: - Windows: Press Ctrl + Shift + R - Mac: Press Cmd + Shift + R Ensure you have the necessary permissions (account owner or admin) to access the Tax Report.
Important: Tax reports are generated in quarterly (3-month) increments.
You'll select your dates in 3-month/quarterly periods rather than one custom span of any length. There isn't a single annual tax report — to cover a full year, generate four separate reports, one per quarter (Q1: Jan–Mar, Q2: Apr–Jun, Q3: Jul–Sep, Q4: Oct–Dec), using the same Cash or Accrual method for each, and combine the results.
Working with your accountant: For questions about which reports or figures you need for your actual tax filing, we recommend working with your local CPA or accountant. They can advise on exactly what applies to your business. Our team is always glad to help you pull the reports themselves.
🎥 Prefer to watch instead?
Learn more about finances and reporting in Goodshuffle Pro by watching the video below.
Need Additional Support?
Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!