Report for payment sent | Tax Year Statement | Customer period

19th October 2021

How can I generate a report for payments received for any date range? In the example, I use the 1st of April 2019 to 31st March 2020. You can choose any dates you want, then download them into a pdf or spreadsheet (CSV file). YOU MUST SELECT CSV FILE TO GET THE BREAKDOWN SHOWING VAT IN A SEPARATE COLUMN.

I would recommend sending a CSV file to your accountant as they can open this in a spreadsheet and will be able to use the data faster for accounting. This will also show the vat paid if your business is VAT registered.