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Dec 27, 2012

UnitWise Reports for Tax Season

Everything you do in UnitWise is tracked and accounted for.  Every Sales Receipt, Invoice, Purchase Order, Loan/Borrow, Exchange, Expense, etc is stored on our secure servers.  That's A Lot of information & our program has taken all that info & conveniently organized it all into a series of reports. 

You can access all this information from Home >> Reports.  You will notice in the left column that we have reports for each section of UnitWise including Customers, Accounts, Products, etc. 

There is even a section of Reports entitled: Year End / Tax.  This section includes reports that will be of particular interest around tax time including Profit & Loss, Non-Recovered Sales Tax, and many more. 

Running the reports is a simple process: just enter the time period, any search criteria, and run the report.  Each report can be saved as a pdf or excel file so you can save them or send them to your accountant. 

If you have any questions regarding running your reports, just give us a call or send us an email.  We aren't Tax Advisors, but we would love to help you find a report or show you how each one works :)


 

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