---
title: "Trial Balance"
description: "This report contains the list of all your general ledger accounts at your chosen date. You can view your Debit and Credit balance here."
url: https://help.juan.tax/en/articles/192-trial-balance
collection: "Available Reports in PLUS"
updated: 2024-11-19
language: en
---

# Trial Balance

This report contains the list of all your general ledger accounts at your chosen date. You can view your Debit and Credit balance here.

_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** > F**inancial Reports** \> **Trial Balance.**

![](https://downloads.intercomcdn.com/i/o/207324597/ee1a1da553916402aeb155dd/Screen+Shot+2020-05-08+at+3.35.50+PM+copy.png?expires=1730690100&signature=97a87bd33ede38620e0604764ee24f4dd6946b9e9ab5e121281a2a6d216947f3&req=diAgFct6mIhYFb4f3HP0gL0D31dTCC0RN22VX4tZ9fYsvVEbA4j73Q0TizVv%0AmF0%3D%0A)

## 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.**
    

![](https://downloads.intercomcdn.com/i/o/207295565/98a501c5487d121fc71cc5c2/Screen+Shot+2020-05-08+at+12.26.12+PM.png?expires=1730690100&signature=bc98d261610c0b9e68a50a9a225a56a44af027ce1292e21e69b8aafe8cfec205&req=diAgFMB7mIdaFb4f3HP0gKhDw8iSPzFryW2zKbdgBqs3G5pykgjjpq7Lc0mS%0AzLw%3D%0A)

_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](https://help.juan.tax/en/articles/4006013-income-statement-report.md) and [Balance Sheet](https://help.juan.tax/en/articles/4006139-balance-sheet.md) in JuanTax _Plus_.