Invoices, expenses and bank activity contribute to the accounting records used for reporting. Review the relevant period and totals rather than beginning with a fresh collection of spreadsheets.
- Reporting periods
- Tax totals
- Underlying records
Tax Reporting
Keep transaction coding and financial records close to the everyday work. Review activity statements and reports from the books you have been maintaining along the way.
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FROM RECORDS TO REPORTS
Invoices, expenses and bank activity contribute to the accounting records used for reporting. Review the relevant period and totals rather than beginning with a fresh collection of spreadsheets.
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GET THE FOUNDATION RIGHT
Reconciliation and careful transaction coding help make reports useful. Give your accountant appropriate account access so the review can happen in the same system. Reporting options depend on your account’s region.
Beeswax interface example · Sample data
BETTER TOGETHER
Make a little room for the work you actually like.
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