Tax Advisor Reports
Tax Advisor reports give you a clear view of your client’s sales for accounting and tax purposes.
Where to find it: Overview → Financial Reports, or use the Financial Reports 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 reports for merchants who have invited you.
What’s Included
Section titled “What’s Included”- Total sales (gross) — Revenue before fees and VAT
- Menuella fee — Platform fee
- Transaction fees — Payment processor fees
- VAT breakdown — Sales by VAT rate (e.g. 7%, 19%)
- Order list — Each order with date, payment method, net, gross
Selecting a Period
Section titled “Selecting a Period”- Choose a year and month
- Only completed reporting periods are available — the current month may not appear until it’s closed
- The report loads automatically
Downloading Documents
Section titled “Downloading Documents”You can download:
- Order list PDF — All orders in the period
- Settlement overview — Order and settlement summary for tax preparation
Use Download Documents to generate and save the PDFs you need.
Reports are read-only — you cannot change any data. The VAT breakdown shows sales by rate — useful for tax returns and reconciliation. Each merchant’s data is separate — switch merchants to view another client’s reports.
Download the Order list and Settlement overview at month-end for your records. Use the same date ranges as your client’s accounting period for consistency. Check that the merchant is correct before downloading — the switcher shows who you’re viewing.