Where can I find the information needed to fill in my tax return for April 2023 - April 2024?

Hi there, capitalcommunity.

I'm here to walk you through where you can find specific information in QuickBooks Online for your tax return.

Reports give you a snapshot of your business and tell you about its different aspects. You can find your income, expenses, and profit in certain reports.

Here's how to run specific reports:

1. On the left navigation panel, click Reports.
2. Search for a report.
   • Income by Customer Summary - shows your income for each customer
   • Sales by Customer Summary - displays total sales for each customer
   • Expenses by Vendor Summary - presents your shows total expenses for each vendor
   • Profit and Loss - income statement that indicates your income, expenses, and net income
3. Select the appropriate date range for the reports.
4. Click Run report.

For more information on generating reports, you can refer to this article: Run reports in QuickBooks Online.
 

You can also customise reports to suit your business needs. Additionally, you might want to memorise reports to save customization settings.

If you have any further concerns about running reports in QuickBooks Online, feel free to return to this post. I'll be here to help you out.