How to Generate a Report Snapshot in the Tax Lab

Learn how to easily create report snapshots in the Tax Lab.

Last published on: October 15, 2025

Use this guide to help you find how to generate a report snapshot in the Tax Lab.

 

  1. Navigate to your Tax Lab and select the Settings box in the upper-right side of the screen, then click on Generate Report.

 


 

 

  1. Use the drop-down menus to select what you would like to include in the report. Once you have the selections, select Download Report to save.