Viewing Attachments

Get ready for a smoother review! We’ve made it even easier to cross-reference your documents by bringing all attachments directly into generate.TAX. That means no more detours to accounting softwares – just pure, uninterrupted review power at your fingertips.

How it works

Transactions tab

Visit the “Transactions” tab within any open submission to find the information you need.

Once you have navigated to the “Transactions” tab in an open submission, you will be able to locate the specific transaction that you are looking for amongst the listed entries.

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Checking for attachments

You can check for attachments linked to a transaction.

By clicking on the paper clip icon, you may check for attachments linked to a specific transaction within your accounting software; an orange circle indicates the presence of an attached document.

Viewing attachments

This attachment is a receipt.

 

This attachment is a receipt that was originally attached within the accounting software; after clicking on the paper clip icon, a menu will appear on the right-hand side of your screen, displaying attachments from Xero or QuickBooks.

viewing attachments (website)
Upload attachment - Website SVGA

Uploading

You can upload attachments directly to your accounting software.

You can also upload attachments directly to your accounting software from generate.TAX; if no attachment is found, a button will be shown on the right-hand side of your screen, otherwise, a green button will be shown on the ribbon on top of the preexisting attachment.

Try it for free

Unlock all generate.TAX features for 30 days to help you with the generation of VAT returns

  • N Connects to Xero
  • N Safe and secure
  • N Cancel any time