Hi, I'm using Reckon accounts Plus 2022 and it's my first time lodging a BAS.

Wendy_10864299

I was previously using Quickbooks - a very old version. How do I print a Summary report that shows income at the top and expenses separately. I've only been able to do a report in date order with income and expenses mixed in together.

Also, I'm not very tech savvy LOL so will need an easy explanation please

Acctd4

Hi Wendy

Are you referring to Profit & Loss report ? This is a summary per account of Income less Cost of Goods Sold (if applicable) less Expenses. You can drill down into any figure to view all the transactions behind it. This report is under the Reports dropdown menu (along the top toolbar) > Company & Financial:

This screenshot shows a collapsed view of just header/main accounts. You ca click on Expand (as highlighted) to switch between these views.

There are up to 300 default report options within RA. You can also create your own from any search. For most reports, you can change the date/date range, add/remove filters/columns, Rename, Memorise, Email & Print it 😊

This isn't the best report for your BAS though - Under the Reports dropdown menu, there are specific reports for this under the Tax category. ("Tax" in RA, refers to "GST")