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

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

  1. Set the Date Range to generate between monthly or annual.
  2. Select the Financial Year.
  3. Set the Transaction Status. You can choose between Draft or Posted.
  4.  Click Filter.

Once you've run your report, you can:

  • Export the report by clicking on 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 on 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.

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