How can I see my end of financial year details for my tax return? I have set the dates for my financial year but all my transactions just seem to follow on - I can't filter out the details I need for my tax return (ie, just the payments that have come in between 06/04/08 and 05/04/09).
Hi Lynda,
In the Transactions list you can set the date range at the top of the list. For the Profit and Loss report, select 'Configure Report' from the Edit menu and enter your date range.
I hope this answers your question - please let me know if youo need more information.
Regards,
