Export the Sales Report for tax and accounting

Step-by-step guide

1. 1Open Sales & Invoices, then select Sales Report.
2. 2Choose This Month, Last Month, Current GST Period, Previous GST Period, Financial Year, or Custom Range.
3. 3Set the clinic GST filing cycle to monthly, two-monthly, or six-monthly so the GST presets use the correct period.
4. 4Keep each export to 12 months or less. Generate separate files for longer histories.
5. 5Review the summary and ledger preview before downloading.
6. 6Paid services and products appear as Revenue. A paid package purchase appears as Liability.
7. 7Each package redemption creates a Revenue row and a matching negative Adjustment row that releases package liability.
8. 8Refunds, voids, credits, and adjustments are negative and reference the original invoice so totals reconcile.
9. 9Confirm ContactName, payment date, description, quantity, GST-exclusive unit amount, tax rate, GST amount, GST-inclusive total, type, and payment method.
10. 10Select Download CSV. The file opens in spreadsheet software and can be provided to your accountant or mapped into income and tax software.
11. 11This report covers sales-side records only. Keep purchases, expenses, payroll, bank records, and other evidence separately, and confirm the correct filing basis with your accountant.
12. 12Retain source invoices, corrections, and exports for the period required by the tax authority.