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

[G R Hewitt]

Good point.

I select all the expenses and filter out zero balances - that cuts it down
a bit in the first instance.
I suppose it is really down to discipline to make sure you check all the
accounts are selected.
It is a simple act to unselect then select all again and to save the report.

In my previous job I made check lists to ensure I didn't forget to perform
some function for whatever was being processed,
be it payroll, HR, accounts, IT or man management. They are invaluable for
complex processes; I provided them
for my staff too, though getting them to use them was another matter.


On Sun, 11 May 2025 at 16:32, Michael or Penny Novack via gnucash-user <
gnucash-user at gnucash.org> wrote:

>
> > I use the profit and loss report for expenses information and alter it to
> > suit i.e.,  just choose the expenses, then choose the date range.
> > That produces a report of all my expenses for a given period.
> > You can choose as many or few individual accounts as you want as well as
> a
> > number of options that affect the display.
>
> Yes, that is the correct report for this. You just set the start date
> and end date.
>
> You COULD play around with selection of accounts (here you want JUST
> certain accounts of type expense and none of type income. However, you
> could just run with the default of all (income and expense) accounts,
> export that, then delete what you don't need to send the accountant. The
> advantage is if there were any changes to the CoA during the year that
> would be missed by a saved report (account selection saved; dates will
> always need to be changed). You might not remember to change/resave the
> report to reflect account changes you made six months earlier.
>
> Michael D Novack
>
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