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Find money reports and exports

Manage your account · 1:10 · captions and transcript · sample data

Open Settings, Money, then Taxes. These reports organise the records in your app.

In this lesson

  1. 0:02 Open Settings, Money, then Taxes
  2. 0:15 Check the reporting period and the records behind each total
  3. 0:25 Use the available reports and export controls to share records with your accountant
  4. 0:34 The screen includes tax settings and reporting help
  5. 0:44 The app does not file your taxes or replace a tax professional
  6. 0:55 For practice, find the export area and identify the reporting dates

Transcript

Open Settings, Money, then Taxes. These reports organise the records in your app. The figures in this recording are sample data.

Check the reporting period and the records behind each total. Confirm that payments and expenses are complete before using an export.

Use the available reports and export controls to share records with your accountant. Keep the original payment records as well.

The screen includes tax settings and reporting help. Read what a setting does before changing it. Rules vary with your business and where you operate.

The app does not file your taxes or replace a tax professional. Check the figures and any tax collection choices with a qualified person.

For practice, find the export area and identify the reporting dates. On your real account, store exported financial records somewhere private.

Every example in the lessons uses sample data. They show how the app works, not what you will earn.

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