Reports and forms

Annual Reports

Check with your accountant before running the final yearly financials. There is a good chance that he or she will give you some year-end entries (depreciation, etc.).

To review the year's activities, your accountant will need, at minimum, your Trial Balance [Summary] report, your year-end Balance Sheet, and your year-end Profit & Loss.

Here's our recommended list of annual 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 schedules sent to 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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