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February 19, 2021
Question

I'm preparing my reports for my accountant for 2020 taxes. How do I find my 2020 chart of accounts? Please and thank you.

  • February 19, 2021
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1 reply

john-pero
February 19, 2021

There should be no such thing as a chart of accounts for a specific year. You have or should have just one chart. You can view it from Accounting in the left hand banner.  But that is not how you prepare reports. An accountant needs P&L, Balance Sheet, Trial Balance and Cash Flow, to name the most significant - these are ALL accessed from the reports tab in the left hand banner.

 

But, seriously, you have at least one, possibly 2 free accountant user slots - invite your accountant to be an accountant user and let them pull their own reports - it's why they get paid the big bucks (just because you create a P&L and hand it to them does not mean it is correct)