Reports and exports

Use exports for owner review, accountant handoff, and filing preparation.

  1. Choose report and date range.
  2. Validate totals and critical rows.
  3. Export CSV for analysis and PDF for sharing.
  4. Review GST summary output before filing workflows.

Tip: Keep one monthly folder for report exports so accountant handoff stays structured.

Important: Treat exported GST summaries as preparation output and verify final filing values with your CA.

A quick review pass before export prevents downstream reconciliation issues.

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