I export my transactions for my SARS tax data. It would be useful to have a ‘past tax year’ filter preset to click (i.e. 1 March 202x to 28 Feb 202x+1)
The Tax Year needs to be defined by the individual … e.g. ZA (Mar - Feb), FR (Jan-Dec), UK (Apr-Mar) …
Since I normally need to deal with three different tax zones, I actually connect the data in PowerBI and then can filter the transactions by the tax year I need.
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Deepti N
Sep 11
The Tax Year needs to be defined by the individual … e.g. ZA (Mar - Feb), FR (Jan-Dec), UK (Apr-Mar) …
Since I normally need to deal with three different tax zones, I actually connect the data in PowerBI and then can filter the transactions by the tax year I need.