Tax Advisor Order List
The Tax Advisor Order List shows every paid order in a date range — useful for reconciliation and record-keeping.
Where to find it: Overview → Order List, or use the Order List link in the header
Before You Start
Section titled “Before You Start”Select a merchant from the merchant switcher at the top. You can only view orders for merchants who have invited you.
What You See
Section titled “What You See”For each order:
- Order No. — Unique order ID
- Date — When the order was placed
- Payment — Cash, online, etc.
- Net (EUR) — Net amount
- Gross (EUR) — Gross amount
Choosing a Date Range
Section titled “Choosing a Date Range”- Current month — Quick view of this month
- Custom range — Pick any start and end date
Downloading
Section titled “Downloading”Use Download Order List PDF to save the order list as a PDF for your records or to share with your client.
The Order List shows the same data that appears in the Financial report’s order list — choose based on whether you need the full financial breakdown or just the orders. Orders are paid orders only — cancelled or unpaid orders are not included. You can match the date range to your client’s accounting period for easy reconciliation.
Use the Order List for quick reconciliation (e.g. daily or weekly). Match the date range to your client’s accounting period. Download to PDF when you need a snapshot for your files.