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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.
- © Britixo Software
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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Britixo
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All queries: Sales @ Britixo.com
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