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Tax summary report

Generate a year-in-review report for ITR filing.

3 min read

If a tax-summary report type is enabled on your account, it appears as a card on /reports alongside the other report types.

Steps

  1. 1
    Open Reports in the sidebar
  2. 2
    Tap the tax summary card
    The Generate dialog opens.
  3. 3
    Pick the financial year
    India's financial year runs April 1 → March 31 — FY 2025-26 means April 1 2025 to March 31 2026.
  4. 4
    Pick a format if offered
    Some report types support both PDF and XLSX.
  5. 5
    Tap "Generate report"
    Watch the Recent reports card until the status turns Ready, then download.
The CiviQ tax summary is a reference built from data you entered. It is not a substitute for Form 16 or official bank statements — verify with your CA before filing.