Balance Sheet

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

Maui Banag avatar
Written by Maui Banag
Updated over a week ago

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.

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.

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