Reports and financial summaries

Last updated: July 2026

Reports turn everything you've recorded — invoices, payments, expenses and bills — into a clear picture of how your business is doing, for whatever period you choose.

1. Choose your period

On the Reports page, pick the period you want — a month, a quarter, your financial year, or a custom range. Every figure below updates to match the dates you select, so you can compare periods or prepare a specific filing.

2. What the reports show

  • Income — what you've invoiced and what's actually been paid
  • Expenses and bills — your costs, grouped by category
  • Net position — income minus costs, so you see your profit at a glance
  • VAT summary — output VAT, recoverable input VAT and net VAT for the period
  • Corporate Tax estimate — an indicative figure based on your data

3. Use and share them

Reports are built for the two moments that matter: understanding your business month to month, and handing clean numbers to your accountant or tax agent at filing time. Generate a summary to download or share so they have exactly what they need.

Frequently asked questions

Can I choose the period?+

Yes. Use the period selector on the Reports and VAT pages to pick your dates — a month, a quarter or a custom range. The figures recalculate for the period you choose.

Can I share reports with my accountant?+

Yes. You can generate a summary you can download or share, so your accountant or tax agent has the numbers they need without access to your account.

Do reports include VAT and Corporate Tax?+

Yes. Reports pull together your VAT position and your Corporate Tax estimate alongside income and expenses, so it all lines up.

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