How To Use Tax Options In Reports

Client Diary allows you to view your reporting figures including or excluding tax, depending on your requirements.

To do this go to:

  • The Reports menu
  • Select any report you wish to view

NOTE: To learn about reports further please click here to read more

 

How to toggle the tax option on or off

  • Choose your options to view your report as normal (date, staff, location etc)
  • Select the Tax Is Excluded/Tax Is Included Slider to toggle the tax option
  • Press the View Report button

Tax Included In The Report

Above is an examples of what a report looks like with Inc Tax option selected.

Tax Excluded From Report

Above is an example of what a report looks like with Ex Tax option selected.

How to restrict employees from changing the tax option

In the Employee Security Groups you can restrict an employee’s ability to change the tax option. If you haven’t done this already:

  • Click Here to learn how to setup Employee Security Groups if you haven’t set it up already in Client Diary.

Once that’s done, go to:

  • My Account  menu
  • Select the Security tab on the top menu bar
  • Select Employee Security Groups
  • Select which employee group the employee is question has been assigned to.
  • In the Reports Page section tick or untick Change Tax Options(inc/exc)
  • Click on Save button to apply changes.