NOTE: You should be enrolled in the PLUS plan to be able to generate the Balance Sheet Report in JuanTax.
To run the report:
1. In the sidebar menu click Plus, select Financial Reports then Balance Sheet.
2. Set the Date Range.
3. (Optional) For more in-depth comparisons, you can set the Comparison period(s) and do a trend up to 11 months back by using the filter. Selecting additional periods will allow you to compare each reporting period.
4. Click the Apply button.
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Once you've run your report, you can:
Export the report by clicking on the Export Report button on the upper right part of the screen.
This report also lets you see a list of transactions that belongs to its respective account by simply clicking on the amount in the right column. This will then direct you to the Transactions Report.
Important Information:
You can also run the Trial Balance and Income Statement in JuanTax Plus.