cory828

Verified purchaser

Deals bought: 1Member since: Jul 2025
2 stars
2 stars
Jan 19, 2026

Incorrect Tax Report

It does not report the correct yearly report. It does not calculate all transactions.

Founder Team
ahadthecpa

ahadthecpa

Jan 21, 2026

We are sorry for the frustration regarding your reports and the missing transactions. For an accurate yearly report, please check the following technical requirements:

Review Status: Only transactions that have been marked as "Reviewed" are included in the Profit & Loss and tax-ready reports.
Date Range: Please verify that the date filter on your Reports page is set to the correct fiscal year or custom date range.

Uncategorized Items: Transactions left in "Uncategorized" will not be properly allocated to your expense or revenue totals in the final report.

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