Reports and forms

Quarterly Reports

Note:  Most of these reports are duplicates of the monthly reports. Some people like to run them to get a quarterly view of their business.

Wait until all entries are made for the quarter. The 1st quarter reports can't be printed until all the bills (telephone bill, credit cards, etc.) are received or accrued. This is usually sometime toward the end of month following the quarter.

After all entries have been made for the quarter, you should run these reports:

Notes:
Depending upon the amount of tax you withhold from your employee paychecks, you may be required to report and/or remit money according to the schedules sent you by both national and local authorities. For help in preparing remittance reports, see Payroll Tax Reporting and Deposits.

Once you settle on the list of reports you like to run every month, consider creating a report batch for them. (What's a Report Batch? )

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