All instructions
How to produce your Annual Report
One click turns the year into a written report with charts, stats and an accountant's copy.
about 4 min to read
1. Producing it
- 1Reconcile your bank accounts first so the year is accurate.
- 2Open the Annual Report tab and pick the year.
- 3Click Build my report. It gathers your income, expenses, payroll, tax and stock, then writes the narrative.
- 4Read it through โ it explains in plain English what happened to the business this year.
2. Getting it out
- 1Download it as Word to read, edit and print.
- 2Download the Excel version for your accountant to work the numbers.
- 3Download the PDF if you need a fixed copy for a bank or a loan application.
Send the Word and Excel files together to your accountant in January โ it is most of what they will ask you for.
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