# Generating Tax Reports

### Overview

The Tax Reports section in the Control Super Admin portal allows you to generate and download comprehensive reports for tax purposes. This guide walks you through filtering reports by scope, downloading standard period-based reports, and generating custom reports for individual opportunities.

### Steps

#### Step 1: Set the Report Scope

Navigate to the **Reports** tab in the left-hand sidebar and select **Tax Reports**.

At the top of the page, locate the **Report Scope** section. Use the dropdown menu to specify the scope of the reports you want to view. You can select:

* **Platform-wide:** To see reports for all assets and opportunities across the platform.
* **Specific Entities:** Filter down to specific issuers, companies, trust accounts, or tax accounts.

<figure><img src="/files/u5SBiUUdVcYzxmGlKnPk" alt=""><figcaption></figcaption></figure>

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#### Step 2: Download Period Reports

Scroll down to the **Period Reports** section. This area provides generated reports for specific time periods covering all selected issuers.

Use the tabs to switch between **Annual**, **Quarterly**, and **Monthly** views.

To retrieve a report for a specific timeframe (e.g., Calendar Year 2026, FY 2025-26, or a specific month), simply click the **Download** button on the right side of the corresponding row.

<figure><img src="/files/h3DkEAx337SELORo1hkd" alt=""><figcaption></figcaption></figure>

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#### Step 3: Generate Opportunity Reports

If you need reports for specific investments rather than the whole platform or period, scroll down to the **Opportunity Reports** section.

Here, you can narrow down your reporting using several tools:

* Use the **Search opportunities...** bar to quickly find specific assets.
* Apply a specific date range using the **Report period from \[Date] to \[Date]** filters.
* Use the **checkboxes** on the left side of the table to select one or multiple individual opportunities (e.g., "New Asset Test Investment", "Architecture Test", "Dog Farm").

Once you have selected the desired opportunities, you can proceed to generate and download customized tax reports for those specific assets.

<figure><img src="/files/kR1yoqqICMUZNuriQ8V3" alt=""><figcaption></figcaption></figure>

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### Need Help?

If you run into any issues generating or downloading your tax reports, please contact the Control Super support team at <support@ctrlsuper.com.au>.


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