Home 26AS TDS Reconciliation How do I download, share, copy, or delete a reconciliation report?

How do I download, share, copy, or delete a reconciliation report?

Last updated on Sep 08, 2026

Short Answer: Click 'Download report' to export; open the three-dot menu next to it to 'Share', 'Copy reconciliation', 'Delete records', or 'Delete report'.

PreRequisites

  1. On the TDS report page report loaded.

Steps

  1. To download, click the 'Download report' button at the top-right of the report page.
    Report download begins file saved to your device.

  2. Click the three-dot menu next to 'Download report' to open additional actions.
    Dropdown displays 'Share', 'Copy reconciliation', 'Delete records', and 'Delete report' red.

  3. Choose 'Share' to start the share workflow or 'Copy reconciliation' to create a copy of the report.
    The chosen action begins share modal or copy created.

  4. If you must remove data, choose 'Delete records' or 'Delete report'. Note 'Delete report' is red—exercise caution.
    A confirmation prompt appears before deletion.

Troubleshooting

  1. Clicking 'Download report' does nothing.
    LikelyCause: Browser pop-up blocked or network issue.
    Action: Check browser download/pop-up settings, refresh the page and retry.

  2. Three-dot menu or certain actions missing.
    LikelyCause: Insufficient permissions on your account.
    Action: Request appropriate permissions from your account admin.

Note: The three-dot menu lists 'Delete report' in red—confirm before proceeding.