[GNC] Generating Yearly Figures for Accountant/Tax Return (UK)

[Michael or Penny Novack]

On 5/11/2025 8:15 AM, Rich Stanton wrote:
> Hi, I'm in the UK and have all my accounts in GNUCash. I have to do a form for my accountant every year which includes how much I spent on particular categories - petrol, internet, charity x/y/z, etc etc - over the previous tax year.

Just a comment about PURPOSE. Here it was clear the accountant was 
asking for the TOTALS of the interval (interval in this case a year). 
For tax filing, etc.

BUT --- the purpose could also be an "audit", either full or spot check. 
Then what needed is not the totals for each category but all the 
individual transactions. In a full audit (expensive) all would be 
checked, in a partial audit, just a random selection of thew, By 
checked, I mean go to the payee and ask "were you paid X on date y"? For 
THAT you would be using the transaction reports for selected accounts 
and date range.

A partial audit (aka review) might be done every few years as good 
business practice. A full audit usually only when suspecting or trying 
to prove wrong doing (like an embezzling office manager). However If 
it's the gov't looking for tax fraud, you won't be running the reports, 
they will.

Michael D Novack