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Financial Reports

Invoices Statements Tax Aware

Comprehensive income and expense analysis with tax calculations

TAX WORKFLOW
Step 1: Bank Statements
Upload and analyze statements
Step 2: Organize Finances
Categorize income & expenses
Step 3: Tax Deductibility
Set deductibility percentages
Step 4: Financial Reports
Generate tax reports
YOU ARE HERE
Optional: Use Document Hub to store receipts, invoices, and supporting documents
Select Tax Profile
Choose the tax profile for your financial analysis
Select Time Period
Choose the period for your financial analysis
Current Analysis Period
Last 6 Months
Selected: 6 Months
Select Report Type

Comprehensive financial analysis with all income, expenses, tax calculations, and deductions

  • Monthly trends
  • Category breakdown
  • Tax calculations
  • Deduction analysis

Focused comparison of income and expenses over time

  • Income trends
  • Expense trends
  • Net profit/loss
  • Cash flow analysis

Detailed month-by-month financial breakdown

  • Monthly income
  • Monthly expenses
  • Month-over-month growth
  • Seasonal patterns
Report will be generated for the selected tax profile
Financial Summary
N$0.00
Total Income
N$0.00
Total Expenses
N$0.00
Gross Profit
0%
Gross Margin
N$0.00
Tax Deductible
N$0.00
Taxable Income