Use the Expenses Report to record your Expenses throughout the year, then run the report by date for use in your Tax preparation. Often you do not need any other accounting software.
Tip: You can use this report to provide a list of expenses to your accountant or when doing your own taxes. Also run your Staff Pay Report for the year for additional expenses you incurred.
Note: You can copy and paste the report into a spreadsheet by highlighting all rows and columns, for easy sorting and subtotaling.
How Do I View the Expenses Report?
Navigation: Reports > Expenses > Show Expenses
- Select a custom date range or use a quick report button, i.e. "This Week."
- To view the previous timeframe click the "<" button.
- To view the next timeframe click the ">" button.
- Click "Reload" to view your customized Expenses Report.
- Click "Show" to select columns displayed: Details, Net and Tax.
Expenses Report Explained:
- Date: Date the Expense was incurred.
- Details: Description of the Expense.
- Net: The difference between the Gross and Tax Expense amount entered.
- Tax: Total Tax Expense eligible.
- Gross: Total expense. May include an amount that is not eligible as an expense.
Note: Net + Tax = Gross
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