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")

Wendy_10864299

Thanks Shaz, Still not getting what I need. Previously in Quick Books, when doing my BAS I printed a Tax Detail Report (Cash Net) and a Tax detail Report (Cash Tax). I have managed to get the Cash Net report, but can't find how to get the Cash Tax report which shows the GST I have paid or been paid on each invoice / bill.

Kris_Williams

I use the tax summary report for the BAS figures after I have checked my detailed profit and loss with tax codes displayed, to double check all P &L transactions

Acctd4

Hi Wendy

You can Modify the Tax Detail Report (Cash Net) to add the Tax Amt column so it’s all on one page.

NOTE: It sound like your file is set to Accrual (instead of Cash) as BOTH reports will only be generated automatically, on a Cash basis.

You need to check your previous BASs to determine what basis you’re reporting on!