Reports Overview

CereTax has reports to meet your businesses' compliance, audit, and ad hoc reporting requirements. Reports can be created, viewed, downloaded, and archived from the Reports page of the CereTax portal.

Creating Reports

To run a report in the CereTax portal, follow the steps below.

1. From the left-side navigation pane in the CereTax portal, expand the Reports menu and select View or Run Reports.

2. On the View or Run Reports screen, select Generate New Report at the top left of the screen.

3. Fill out the following fields on the Generate Report form.

• Provide a name for your report: Enter a name for your report, ex. "February 2024 Compliance Data".
• Select the type of report you want to create: Select one of the available report templates from the drop-down.
• Select a transaction status: Select the status your business uses to represent finalized transactions. This is typically Active or Posted.  If you are unsure, please confirm with your Billing Platform, IT developer, or reach out to CereTax support.
• Select a date range to be used: Choose one of the available date range options of Invoice Date, Compliance Year/Month, Content Year/Month. Only one date field should be selected. If Compliance Year/Month is not being submitted as part of your API call to CereTax, this date parameter cannot be used for running report. If you are unsure which date fields are available to you, please confirm with your Billing Platform, IT developer, or reach out to CereTax support.

4. Add any necessary optional filters by selecting "Add filter" under the Apply filters to your report section of the form. Each filter you add requires a condition and value.

5. After completing all required fields, the Generate Report button will enable. Click Generate Report to initiate your report.

6. After initiating the report, you will be navigated back to the Reports page. Click on the refresh icon at the bottom of the page to refresh the status of your report. When your report's status is Available, your report is ready to view or download.

Viewing & Downloading Reports

When your report is Available, it can be viewed in the CereTax portal or downloaded to a CSV and XLSX file.

To view your report in the CereTax portal, do the following:

1. Click on the report name on the reports page or the view icon on the row of the report you wish to view.

2. The select report will open in a separate tab where you can view, sort, and filter your report data.

To download your report in the CereTax portal, do the following:

1. Click the download icon of the report you wish to download, select the file format, and click Confirm.

2. When the report file is ready to download, the mailbox at the top right corner of the screen will update with an unread message indicator.  Click on the mailbox and select the message for your report.

3. On the download screen, click the download icon for the report you wish to download. The download will initiate immediately.

Archiving Reports

If you no longer need a previously run report, you can archive it. To archive a report, do the following: 

1. Click on the trashcan icon on the row of the report you wish to archive and

2. Confirm you want to archive the report when prompted.

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