> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Tax Reports

> List, navigate to, and view tax reports by type, year, quarter, and status in the Finance & Revenue core.

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

## 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.

## Who it's for

Requires permission: `fa.tax.view`.

## Before you start

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

## 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.

## Key concepts

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

## 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.

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * 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
</Accordion>