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Review the Tax Dashboard and Search

Tax dashboard​

Go to Taxation → Tax dashboard and use the period selector — a preset or a custom range; your last selection is remembered for the session. It shows:

  • Output tax and transaction count
  • Recoverable and non-recoverable input tax
  • Net tax position — payable or refundable
  • WHT pending remittance
  • Compliance critical and warning counts
  • A monthly trend, output tax by module, filing period status, and fiscal submission summary
  • Multi-currency / FX impact, when foreign-currency tax was posted in the period
  • Top customers and vendors by tax in the period

Go to Taxation → Tax search and enter a reference — an invoice number, voucher, or party name. Results group matches from sales, purchases, POS, journals, and fiscal sources, each with a deep link to open the source document — useful for tracing exactly where a tax figure came from.

Next step​

Manage tax filing periods

Prepare and file a return.