Year‑end inventory is essential for accurate tax reporting. Print the Inventory Listing by Category report to capture your current cost of goods before entering new tax year information. This report is time‑sensitive and reflects inventory as of the point in time it is generated. If sales or product orders have already been recorded for the next year, use the Estimated Inventory Value report instead.
After printing the Inventory Listing by Category report (or a Product Listing worksheet that includes all retail items), make any necessary adjustments to the amounts, then print a final copy to capture your year-end cost of goods information.
From the sidebar navigation, click
Reports.
- Under the Inventory section, select Inventory Listing by Category.
- In print preview, select the print button
, or on a mobile device, tap the export button
to export and download as another file type, such as PDF.
If you print a paper copy of the report, we recommend also exporting it as a PDF so you have an electronic version for future reference.
