Reports
- Reports Summary
- Reports OverviewThe Reports page lets you generate tax-ready financial reports for your trading business. These reports summarize your income, expenses, and net profit/loss in formats suitable for record-keeping and tax preparation.
- Annual Tax Summary ReportThe Annual Tax Summary gives you a category-by-category view of your trading business finances for the period you select, a summarized total for each income and expense category, plus your overall net result. It's designed to give you (and your accountant) the key numbers needed for tax preparation.
- Income ReportThe Income Report provides a line-by-line list of every income entry your trading business received during a selected period.
- Expense ReportThe Expense Report provides a line-by-line list of every business expense entry during a selected period. It's essential for tracking costs and documenting tax-deductible expenses.
- Tax Disclaimer and Best PracticesThe Reports feature helps you organize financial data for tax purposes, but it's important to understand its limitations and follow best practices for accurate record-keeping.