Generating PDF reports

Create professional reports for your records or to share with accountants.

Available Reports

Tax Summary Report

Annual tax calculation

Breakdown by bracket

Deductions applied

Comparison with old law

Income Report

All income entries

Grouped by category/month

Totals and averages

Currency conversions

Expense Report

All expense entries

Deductible vs non-deductible

By category breakdown

Receipt attachment status

Annual Summary

Complete year overview

Income, expenses, tax

Monthly breakdown chart

Ready for filing reference

How to Generate

Go to Reports (from dashboard or menu)

Select report type

Choose date range (month, quarter, year, custom)

Tap "Generate PDF"

Wait for processing (usually seconds)

Download or share

Report Features

Professional layout - Clean, readable format

Branded - Your name and period

Itemized - Every entry listed

Summarized - Totals clearly shown

Printer-friendly - Optimized for paper

Sharing Reports

After generating:

Download - Save to your device

Email - Send to yourself or accountant

WhatsApp - Quick share to contacts

Print - Direct to printer (from download)

Pro Feature

PDF reports require Pro or Business plan.

Free users can:

View on-screen summaries

Copy data manually

Upgrade for PDF export

Report History

Access previously generated reports:

Go to Reports → History

View past reports

Re-download as needed

Reports saved for 12 months

Tips

Generate monthly for easy record-keeping

Create annual report before March filing

Share with accountant for verification

Keep copies in cloud storage as backup

Generating PDF reports