UK Tax Year Reporting

cfch's Avatar


05 Dec, 2019 10:58 AM

I wonder if anyone can help?

I am in the UK and want to be able to produce reports which show details by UK Tax Year.

At the moment if you set up in your preferences Fiscal Year Start as 6th April and choose "Use Tax Date" in the reports is gives you 6th April to 31st December and then another column with 1st Jan to 5th April and then a Total Column.

I want to produce a report by UK Tax Year which simply has Column headings for each tax year (as we frequently have to go back 7 years) and the selected Income/Expense accounts as rows. I can then export this to Excel for further analysis.

At the moment I cannot find any way of achieving this and just wondered if others had found a solution. If not I would like MD to create this report (and am happy to help specify it).

Can anyone help?



  1. Maddy closed this discussion on 05 Dec, 2019 12:12 PM.

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