Jan 19, 2026
Incorrect Tax Report
It does not report the correct yearly report. It does not calculate all transactions.
Founder Team
ahadthecpa
Jan 21, 2026We 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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