Hi, we are using solar for our accounts & operate a letting/estate agency.
We have a client who is wanting us to complete an income & expenditure for his tax annual return & wondered if there was a simple way of doing this? Thanks Adam
Hi Adam,
Solar Accounts isn't really designed to produce an income/expenditure
report for your landlord clients. One approach would to create a
'department' for that client and then associate all the expenses for that
client with that department (to do this open the transaction window and
click More Options > Job or Department). You can then export the "Profit
and Loss - by Job or Department" report to a spreadsheet and delete the
rows that do not apply to that department. You will still need to manually
add your client's rental (as income) and your own fees (as expenses).
