Reports: The easiest way to send your financials to your CPA

April 1, 2021

Another fiscal year is coming to an end; thus, it is the best time to introduce Reports to Lunafi.

Whenever you need a Profit & Loss report, you can generate one just with a few clicks either for your quarterly or yearly tax payments. All your 1099 income and every tax category totals are included in the report. It is the most intuitive report you or your CPA can get because no small expenses are gathered under an "Other" category.

In case you need detailed transaction lists for an expense category, you can generate an Expense Details report.

You can send your reports directly to your email or your CPA's and choose either PDF or CSV formats.


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