Year-End: Expenses
The Summary of Expenses report shows expenses, income, and other tracked units (such as mileage) for a selected period. Results are grouped by category with totals provided for each. For an itemized view, use the Detailed Expense Listing report, located in Expenses.
Print Options:
- From Reports: Located under Reports, together with other reports suggested for tax purposes.
- From Expenses: Located under Expenses, along with other report formats such as detailed expenses.
Print from Reports:
From the Business Tools menu, select Reports.
-
Under the Tax section, select the
Summary of Expenses report, then click
Print (or double-click on the report).
- Enter the date range to print, then click OK.
-
From the preview window, click
to print
(or 
to export as a pdf).
Print from Expenses
From
the
main toolbar,
select
Expenses (or from the Business Tools menu, select Expenses).
Summary of Expenses: This report lists totals for each category that has entries in the specified timeframe, and is the same report found under the Tax section in Reports. Sample Preview
Detailed Expense Listing: This report lists each detailed entry by category in the specified timeframe. Sample Preview
Summary of Expenses by Month: This report lists monthly totals for each category that has entries in the specified timeframe. Sample Preview
Additional Information:
- Mileage can be tracked in the Expense section, or if you use the Trip Log, see Tracking Mileage from the Trip Log to print the log.
- Expense Categories, Payees & Filters
- Create, Edit, or Delete a Recurring Expense
- Entering Past Expenses
- GST/HST Return for Registrants Worksheet
- Year-End Guide & Checklist
- Close Year-End & Run Tax Reports