Create a summary for your tax accounts
What you get with this Offer
Organising your income and expense transactions for your accountant can be a time consuming process. Let me take this hassle from you with my offer to produce a summary of your financial transactions along with a calculation of your profit or loss.
Ideal for:
- End of year company accounts
- Self assessment
- Business plans
- Research projects
The report can be delivered as an Excel spreadsheet, PDF or HTML document ready for IXBRL tagging. Other formats are also possible - please ask. A demonstration of the report can be seen in the above video.
Your report can include:
- Categorised list of expenses.
- List of income items.
- Summary of expense categories.
- Calculation of profit / loss.
- Custom calculations on your transactions.
- Visual charts.
- Presentation an infographic.
For company accounts and self assessment tax returns, the report can be used to reduce your accountancy fees by providing the information to efficiently produce and submit your tax return and accounts.
Ideal for:
- End of year company accounts
- Self assessment
- Business plans
- Research projects
The report can be delivered as an Excel spreadsheet, PDF or HTML document ready for IXBRL tagging. Other formats are also possible - please ask. A demonstration of the report can be seen in the above video.
Your report can include:
- Categorised list of expenses.
- List of income items.
- Summary of expense categories.
- Calculation of profit / loss.
- Custom calculations on your transactions.
- Visual charts.
- Presentation an infographic.
For company accounts and self assessment tax returns, the report can be used to reduce your accountancy fees by providing the information to efficiently produce and submit your tax return and accounts.
Get more with Offer Add-ons
-
I can produce itemised lists for income and expense transactions
Requires no additional time
+$13 -
I can produce an addition calculation of your transactions
Requires no additional time
+$6 -
I can present your transaction summary as an infographic
Additional 2 working days
+$13
What the Freelancer needs to start the work
I will need the list of transactions from your bank account.
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