Financial Reports: TB, P&L, Balance Sheet & Tax | Britixo Accounting Software UK.

Introduction

Once posting is consistent, Britixo gives you clear financials.

📚 1) Trial Balance

• 🧭 Reports → Accounting → Trial Balance
  
  

• 📅 Pick date/period; Export if needed.
  
  

💹 2) Profit & Loss (Income Statement)

• 🧭 Reports → Accounting → Profit & Loss
  
  

• 📆 Compare periods; drill to transaction detail.
  
  

🧾 3) Balance Sheet

• 🧭 Reports → Accounting → Balance Sheet
  
  

• 🔍 Review assets, liabilities, equity—ensure it balances.
  
  

🧮 4) Tax / VAT report

• 🧭 Reports → Taxes
  
  

• 📑 Filter by tax rate & period; export for filing.
  
  

🧷 5) Close period (optional)

• 🧭 Accounting → Period Close
  
  

• 🔒 Lock period when reviewed.
  
  

Pro tips

• 🔁 Schedule monthly reporting day.
  
  

• 🧠 Investigate unusual variances promptly.
  
  

• 🧾 Keep documentation attached to source entries.