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How to View and Export Cost Estimate Tax Detail Reports
How to View and Export Cost Estimate Tax Detail Reports
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Written by Enrico Fuentes
Updated over a week ago

You can view and export cost estimate tax calculation reports in Workia.

Where can I view my Cost Estimate Tax Report?

There are two ways to view your Cost Estimate Tax Report.

Select View Tax Report on the Tax Costs cost estimate section and click on it to show the Tax Report details.

Alternatively, you can click the Reports button and select View Tax Report to open the details.

Once you open the Tax Report details, you can see the tax data for both the Origin and Destination countries. The data is broken down by year, depending on the years associated with the case.

You can view detailed tax breakdowns for each country by selecting specific tax categories, which allows you to navigate directly to the tax details for both the origin and destination countries.

You can select and view the tax calculations for each respective year.

You can toggle between different currencies based on the Origin and Destination countries by toggling the switch at the top-right corner of the report.

How can I download my Cost Estimate Tax Report?

If you need to download the cost estimate tax reports:

At the bottom right of the Total Cost section of the Cost Estimate report, click "Reports", then select Download Tax Reports.

Alternatively, you can select the download icon on the upper right corner of the cost estimate tax report details.

Reports are automatically downloaded in Excel (.xlsx) format.

You can also view the breakdown of each tax detail on individual sheets within the downloaded Excel file. Each tab represents a different aspect of the tax report.

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