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The Tax Reports page (/fa/tax/reports) lists all tax reports for the organization and provides navigation to individual report details.

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Overview

The Tax Reports page renders a DataTable of fa_tax_reports rows from useTaxReportsList. Table columns include: Report Type, Tax Year, Quarter/Period, Status, and an Actions column with a View link. Clicking a report row or the View button navigates to /fa/tax/reports/:id. Requires fa.tax.view as defined in the route guard. A RequirePermission wrapper in the component wraps the New Report button.

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Who it’s for

Requires permission: fa.tax.view.

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Before you start

  • At least one tax year must exist.
  • You need fa.tax.view to access this page.

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Steps

View tax reports
  1. Navigate to /fa/tax/reports.
  2. Browse the data table.
Open a specific report
  1. Click the report type link or the View button in the Actions column.
  2. The Tax Report Details page opens.

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Key concepts

  • Tax report: A fa_tax_reports row with fields report_type, tax_year_id, quarter, and status.

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Viewing a tax report

The Tax Report Details page (/fa/tax/reports/:id) displays the full details of a single tax report record. Access requires fa.tax.view permission. Users without permission see an “Access Denied” card. The page loads a single tax report via useTaxReportDetail (keyed by :id and organization) backed by the fa_tax_reports table. The breadcrumb label is set from the report_type field via useEntityBreadcrumb. Before you start: the tax report record must exist; navigate here from the Tax Reports list.
  1. Navigate to /fa/tax/reports and click a report row, or navigate directly to /fa/tax/reports/:id.
  2. Review the report detail fields.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/TaxReportsPage.tsx
  • src/cores/fa/pages/TaxReportDetailPage.tsx
  • src/cores/fa/hooks/useTaxReports.ts
  • src/cores/fa/types/tax.ts