Summary Reports in Daysium provide a quick overview of your day count for a specific rule. These reports help you manage tax compliance and can be shared with advisors for tax planning.
Step to Generate a Summary Report
Follow these simple steps to generate and download a Summary Report for any of your rules:
1. Tap the Reports icon
From your Home Screen, tap on the 'Reports' icon on the bottom right side of your screen.
2. Select Summary Reports & Your Desired Rule
Once you tap the 'Summary Reports' you'll see a list of the countries you have rulesets and all your current active Rules. Select which country and Rule you'd like to generate the report.
You can also view past Rules for previous tax years.
3. Generate the Report
Tap the Rule card .
You’ll be prompted to confirm that you want to generate the report.
Click ‘Generate Report’ to proceed.
4. Download and Share
Once the report is generated, you’ll be able to download and copy it.
You can then share it with your advisors or keep it for your records.
If you have any questions or need further assistance, don't hesitate to contact our support team via in-app or at [email protected].