Business, settings & billing

Tax-year totals

Income and cost totals aligned to your tax year, ready for your accountant.

Reports → Tax-year totals lines your numbers up to your tax year end (set it in Settings): invoiced income, payments received and cost totals for the year, with the prior year alongside. It's the print-and-send-to-your-accountant view — the day-to-day money lives in Reports → Financials.