GoLando

    Year-end reports for your accountant

    0:48 · Everyday work · Video 15 of 19

    No sound: each step is captioned on screen, and written out below.

    Download a tax year's Year-end Summary and Accountant Pack, with CSVs and receipts sorted by category, for your accountant.

    What the video shows

    1. At tax time, your accountant's files are in Reports.
    2. Open Generate Reports and go to Quick Exports.
    3. Pick the tax year.
    4. The Year-end Summary has rent, expenses and net for each month.
    5. The Accountant Pack holds that year's CSVs and your receipt files, sorted by category.
    6. Expenses use the T776 categories for the rental statement.
    7. The Accountant Pack is on the Expenses page too.
    8. Both are included with every paid plan.