Tax Advisor Dashboard
The Tax Advisor dashboard is a dedicated portal for tax advisors and accountants. It gives you secure, read-only access to your clients’ financial reports and order data — no need for them to export and email files.
What You Can Do
Section titled “What You Can Do”| Area | What you get |
|---|---|
| Financial Reports | Monthly statements, VAT breakdown, settlement documents |
| Order List | All paid orders in a date range (Order No., Date, Payment, Net, Gross) |
| Downloads | PDF documents for tax preparation and year-end closing |
How You Get Access
Section titled “How You Get Access”Your client (the restaurant owner) invites you from their Menuella dashboard:
- They go to Settings → Connect Tax Advisor
- They enter your email and send an invite
- You receive an email to set your password
- You log in and see the Tax Advisor dashboard
You only see data for merchants who have invited you.
Main Sections
Section titled “Main Sections”- Overview — Quick links to Financial Reports and Order List
- Financial Reports — Monthly financial statements and VAT breakdown
- Order List — Orders by date range
Use the merchant switcher at the top to switch between clients. Each client’s data is separate.
Related
Section titled “Related”- Getting Started as a Tax Advisor — First login, profile, firm setup
- Tax Advisor Reports — How to view and download
- Tax Advisor Order List — How to view orders by date