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The Reports page (/reports) offers five report types, each exportable as a PDF (via your browser’s Print → Save as PDF, optimized for landscape A4).

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Annual summary

Four key metrics (YTD income, expenses, estimated tax, free balance), a 12-month income breakdown table, a step-by-step tax derivation (from gross revenue to final tax burden), expenses by category (with accounting ledger codes), an AAM utilization bar, your top 5 clients by revenue, and an obligations summary.

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Issued invoices / Expenses

A freely date-filterable, itemised list — for invoices: issue/completion/payment date, invoice number, client, status, net/gross amount; for expenses: date, supplier, description, category, VAT%, net/gross amount — with a totals row.

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Income register

The official format under SZJA Act, Annex 5, Point I/5 — includes only paid invoices, sorted by payment date.
A sequentially numbered list with document number, revenue date, client name, document type, payment method, and revenue/income amounts (the latter after the cost-ratio deduction). The bottom of the report includes a retention-requirement note and a signature line — records must be kept until the end of the 5th calendar year following the tax year (Art. 78. §).

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Outstanding invoices

A list of your unpaid (sent or overdue) invoices, sorted by due date, showing days overdue — overdue rows are highlighted in red. For cash-transaction records, see Cash Book.