# Review Tax Transactions and Summaries

### How to Review Tax Transactions and Summaries in Muhasib ERP

### Overview

This guide will help you compare and confirm detailed tax transactions to summarized tax totals and source documents.

You get a reconciled tax dataset for authorized review; the report alone does not constitute filing approval.

### Who can do this

You need access to Tax report access and authorized company/tax scope.

### Before you start

Know the filing period, tax registrations, set up codes/rates/accounts, inclusive/exclusive rules, returns, adjustments, and expected filing basis.

<div id="bkmrk-%F0%9F%9A%A8-importantmake-sure" style="border-left: 4px solid #dc2626; background: #fef2f2; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">Before saving, check that the correct company is open and that you have permission to complete this task.</div>### Where to find it

Back Office → Muhasib Financials → needed Tax report.

### Review Tax Transactions and Summaries

#### Step 1: Select company, registration, tax type, and exact period

#### Step 2: Review transaction-level taxable value and tax

#### Step 3: Match sales, purchases, returns, and adjustments to source documents

#### Step 4: Reconcile detailed values to each summary category

#### Step 5: Reconcile tax categories to general-ledger tax accounts

#### Step 6: Document exclusions, rounding, and filing adjustments

### Check your work

Source documents, detailed report, summaries, and tax control accounts agree subject to documented adjustments.

<div id="bkmrk-%F0%9F%92%A1-tipcheck-the-saved" style="border-left: 4px solid #2563eb; background: #eff6ff; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">Take a moment to check your work before closing the window. This small check can save time later.</div>### If something goes wrong

- Confirm registration, date basis, and return signs.
- Escalate statutory interpretation to the responsible tax professional.

### Related guides

- [Create a Tax](https://docs.muhasiberp.com/link/254)
- [Create a Taxed Purchase](https://docs.muhasiberp.com/link/379)
- [Configure Tax Integrations](https://docs.muhasiberp.com/link/195)

### What to do next

<div id="bkmrk-%E2%9C%85-next-actioncontinu" style="border-left: 4px solid #16a34a; background: #f0fdf4; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">[**Create a Tax**](https://docs.muhasiberp.com/link/254).</div>