Year-End Tax Reporting
To close your business year and capture year-end information, we recommend printing the following reports for tax purposes.
- Estimated Inventory Value Report
- Handling Personal Use
- Handle Demos, Donations, or Expired/Product Loss
- Handle Gifts Given Away
- Print Inventory & Make Adjustments
- Inventory Listing by Category Report (Cost of Goods)
- Inventory Purchases Report (Product Orders)
- Gross Receipts Report (Personal Sales)
- Summary of Expenses Report
- Non-Recovered Tax Report
- Close Year-End & Run Tax Reports