The Year-End Tax Summary report report provides a statement of claim reimbursements issued and allowable expenses.
Required Permissions: You must have the Financial Reports permission enabled on your account to run the Year-End Tax Summary report. This report is for Sponsored Centers only. It is not applicable to Independent Centers.
To run the report:
- From the menu to the left, click Reports.
- On the Reports page, select the following:
- Category: Finance
- Report Name: Tax Summary
- Year: Select the year for which to run the report. You can also select Custom and set a custom date range in the corresponding From/To boxes, as well as specify whether to run the report as a PDF or XLSX file.
- Click Run. A PDF downloads.