Trial Balance

NOTE: You should be enrolled in the PLUS plan to be able to generate the Trial Balance Report in JuanTax.

To run the report:
In the side bar menu click Plus > Financial Reports > Trial Balance.

To run the report:

1. In the side bar menu click Plus.

2. Under Plus, click Financial Reports and choose Trial Balance.

3. Select a Date Range and Transaction Status. Choose between Draft or Posted.

4.  Click Filter.

You also have the option to Export the trial balance report by clicking the Export Report on the upper right part of your screen.

Important Information:
You can also run the Income Statement and Balance Sheet in JuanTax Plus.