## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/qa/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# How do I generate a customized Tax Summary report?

To generate a customised Tax Summary report for your organisation:

*   Go to **Reports** on the left sidebar.
*   Select **Taxes** under _Report Category_ and select **Tax Summary**.
*   Click **Customise Report** on the top right corner of the page.
*   Select a **Date Range** from the dropdown. You can also select **Custom** from the _Date Range_ dropdown to choose a custom date range.
*   Select if you want the report to be generated on **Accrual** or **Cash** basis from the _Report Basis_ dropdown.
*   Click **Group By** and select an option from the dropdown.
*   Select the **Entities** based on which the report should be generated.
*   If you want to add advanced filters to the report, click **Add Filters** under _Advanced Filters_ and add the criteria for the filter.
*   Click **Run Report** to apply all the customisations and run the report.

**Note:** This feature is available only for the Global, Australia, Canada, Mexico, and India editions of Zoho Books.