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Money
Year summary and tax basis
A tax-year profit and loss you can hand your accountant, on an accrual or cash basis, with the exact dates it covers and every export labelled.
In short
The Year summary builds a profit and loss for a whole tax year from your live data: revenue, costs, other income, deductible expenses and net profit. It is a summary to hand an accountant, not tax advice, and it says so on the card.
What the full guide covers
- Find it
- Pick your accounting basis
- Break it down by month or quarter
- Why the Cash view can lower your tax bill
- What is inside the numbers
- Export it
The full guide is for members
Every step and every button, written out. It opens with your account, along with the app itself, free while we are in beta.