The Reports section of the TaxBit Dashboard is where you will find downloadable reports with analysis across all of your Accounts in the TaxBit platform.
From the “Accounts” page select “Reports” on the upper left side of the page
- Using the left-side navigation, select the Reports tab.
- Browse the list and identify the report you are looking for.
- Then, simply click the download button on the right side of the row.
- The report will download as a zipped folder containing CSV files.
- CSV files are limited to 500k rows, so some reports will contain multiple CSVs
Still have questions? Please reach out to us directly using the Submit a Request form in the top-right of your screen, or email help@taxbit.com and we'd love to help you out!
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