All Reports

Modified on Mon, 11 Aug at 3:42 PM

The MTD Income Tax plan includes the following reports:


  • Transactions

    Drill down into any account code at any date to see all the transaction activity.

  • Cash flow

    Details all money in and all money out across all your bank accounts. A very important report to sense check the health of your business.

  • Profit loss

    The financial performance of your business. Lists all your income and expenses to establish whether you are profitable or loss making.

  • Trial balance

    Popular with accountants. Gives a summarised list of all account code transactions over a period.

  • CIS Suffered

    Report of payments received in a period to CIS Account Codes


To access all the reports on the MTD Income Tax plan, from the Dashboard just click on the "Reports" Heading



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