Income & Expense Report

Income & Expense Report

1. To access the Tax Report, start by clicking on Accounting in the Main Menu.


2. Click on Company Reports.



3. Click on Company Analytics on the main menu.
4. Click on Income & Expense Report



5. Income & Expense report will open.



6.  Optional: Select date range.
7. The Income & Expense Report is split into two sections:
  1. Income - these are from fees debited.
  2. Expenses- expenditure ledgers
8. Export report as required


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