Year-End Tax Summary Report

The Year-End Tax Summary report report provides a statement of claim reimbursements issued and allowable expenses.

Required Permissions: You must have the Financial Reports permission enabled on your account to run the Year-End Tax Summary report. This report is for Sponsored Centers only.  It is not applicable to Independent Centers.

To run the report:

  1. From the menu to the left, click Reports.
  2. On the Reports page, select the following:
    • Category: Finance
    • Report Name: Tax Summary
    • Year: Select the year for which to run the report. You can also select Custom and set a custom date range in the corresponding From/To boxes, as well as specify whether to run the report as a PDF or XLSX file.
  3. Click Run. A PDF downloads.

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