IntelligentTaxProduct Documentation

Client workspace

Custom reports

Planned

Planned configurable reporting views over verified accounting facts.

What this menu does

Allow approved report layouts beyond the standard statements without changing source accounting records.

Where to find it

Client workspace navigation: Reports → Custom reports. The current route shows a planned placeholder.

PlannedNo operations are available on this menu in the current product.

This capability is planned. Operating instructions will be published only after the feature is implemented and verified.

Relationship to available functions

Will depend on chart/report mappings, ledger data, and reporting-period controls.

  • This menu is not operable in the current product.
  • No operating date or release commitment is stated in this manual.