---
title: "Balance Sheet"
description: "This report shows a summary of the financial balances of the organization through your assets, liabilities, and equities."
url: https://help.juan.tax/en/articles/190-balance-sheet
collection: "Available Reports in PLUS"
updated: 2024-11-19
language: en
---

# Balance Sheet

This report shows a summary of the financial balances of the organization through your assets, liabilities, and equities.

_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. _C_lick the **Apply** button.

![](https://downloads.intercomcdn.com/i/o/277418384/cb07b200c4e9fef415b1f3cd/image.png?expires=1730690100&signature=d0a03b47851b2fde2c8fcb98c4bba4262644ec46afeefb4b9918771ce70bae28&req=dicgEsh2nolbFb4f3HP0gOYV58Qpk0UAyssJkA93E94yuq8LcTq862avdY8I%0AtDo%3D%0A)

**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](https://help.juan.tax/en/articles/3941555-transactions-report-in-juantax.md).
    

**Important Information:**  
You can also run the [Trial Balance](https://help.juan.tax/en/articles/4005947-trial-balance-report.md) and [Income Statement](https://help.juan.tax/en/articles/4006013-income-statement.md) in JuanTax _Plus_.