Account Statement

Overview

The Account Statement serves as a comprehensive financial record for the selected Tax Identification Number (TIN) on the TIN selection page. It lists the financial transactions of the TIN, including all tax return figures, tax assessments, adjustments, and payments made. This document can be used as a reference for reviewing the financial history of the TIN at a glance.

To access the Account Statement page, navigate to Account > Account Statement.

View

All the tax return financial transactions associated with the selected TIN are displayed in a tabular form.

Field	Description
Date	Date when a financial transaction was made.
Transaction	Type of the financial transaction.
Tax Type	Tax type associated with the financial record.
Amount	Total amount that you have already paid in the financial transaction.
Balance	Total balance left after paying the `Amount`.
Receipt Number	Receipt number associated with the financial transaction. Only `Payment` transactions will have a Receipt Number.

Export

To export your account statement to an Excel file, follow these steps:

Click Export Options > Export as Excel.
An Account_Statement.xlsx file is automatically downloaded.
Open the file. The file displays additional columns providing more information for the financial transaction.

Filter

The Account Statement page allows you to filter transactions by dates, tax type, or financial transaction type.

To filter the items by date, enter a valid date on the Start Date and End Date fields.

To filter the items by tax role, select one or multiple tax roles in the Tax Type dropdown list.

To filter the items by transaction type, select one or multiple transaction types in the Financial Transaction Type dropdown list.

Sort

The Account Statement page allows you to sort the following columns:

Date
Transaction
Tax Type
Amount
Balance\
Receipt Number

Switch TIN

If you want to view the account statement of a different TIN, select the TIN in the dropdown list.

If your account is only subscribed to the portal and is associated with multiple TINs, you can switch the TIN by doing any of the following:

Click on the logo in the header and select a TIN from the TIN selection page.
Click the on the left navigation and select a TIN from the TIN selection page.

If your account is only subscribed to the portal and is associated with only one TIN, clicking the logo or

on the left navigation will redirect you to the dashboard.