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Sending info to accountants

We provide 2 files you can share with your accountant:
  • An annual tax summary in PDF format. It lists your taxable business profit and total amounts for each deduction categories.
  • An annual tax details in XLS format. It lists every transaction, grouped by each category for the year.
To find these files:
  1. Click Reports in the navigation bar.
  2. Click the drop-down menu to view, download or email the files.
PDF (Adobe Reader) and XLS (Excel or other spreadsheet) are standard file formats that almost everyone has access to. You can email the files to your accountant or share them with a file-sharing app like Dropbox. Check with your accountant to see what works best.


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