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Tax Breakdown

Tapping Tax Breakdown in the Other Reports screen displays the report. From this screen, you can

  • View the amount of tax you have charged in your sales.
  • Change the date range of the report.
  • Send the report by email, print it or open it in another app.
What does the report show?

The report shows the tax due on your sales, broken down by each tax account you have defined. For information about viewing and changing your tax accounts, see Business Settings.

How do I view a previous period?

Use the back and forward buttons to change the report dates quickly to the previous or next period.

For details of how to set up Easy Invoice to manage tax, please refer to:

 

Options in the clock Menu:

Change Start Date

You can set the start date to any date prior to the currently selected end date.

Change End Date

You can set the end date to any date after to the currently selected start date.

 

Options in the action Menu:

This button is used to send or print the report. It uses the standard Apple sharing panel and allows you to send the report by email or AirDrop, print it to an Airprint-compatible printer or send it to another app such as Dropbox. Three file formats of the report are available.

As shown (HTML)

The HTML format will open in a web browser.

Comma separated (CSV)

The CSV format contains the same information and is more suited to importing into a spreadsheet.

Both (ZIP)

The ZIP format contains both the HTML and CSV files compressed into a single zip file.

FAQ
FAQs View all
How can I get support if I need help using EasyInvoice? Show

If you need help, we have several options to meet your needs. Visit our Knowledge Center for tutorials and how-to articles. Or check out our video tutorials that cover the most frequently used EasyInvoice features. If you still can’t find what you’re looking for, you can contact us, and we will get back to you as soon as we can. If you need help on the web version click on the blue Need Help button on the right hand side of the screen.

How many businesses can I have? Show

You can have up to 3 businesses with each subscription.

How many devices can I have? Show

You can have as many iOS, Android, Windows or Mac devices as you need to run your business. An example might be to use a device for a salesperson to invoice orders whilst with a client. Another might be for your bookkeeper to create reports in his office. Each device can have full access and update capability, or restricted abilities depending on the function you assign to them – See FAQ 11 for instructions on how to register and use new devices. Also, see Add other Users, which explains how to share EasyInvoice with colleagues.

How many invoices and estimates can I create? Show

You will have unlimited transactions for anything in EasyInvoice.

Can I share my business data with my partner, salesperson or accountant? Show

You can share specific businesses with up to 6 other users. This may be useful for sharing your business with your accountant or a business partner to specify what they can see, and whether they are able to add-to or edit business transactions. See Sharing for details about how to do this.

Do you still have questions? Contact us
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