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TAX SEASON'S FAV REPORT: Combined Accrual

Tax season is upon us! We wanted to highlight the most useful and popular report to leverage during tax season. It drops all of your required data into a single downloaded workbook. This is your (or your accountant's) one-stop shop. The workbook allows you and/or your accountant a single workbook with nearly every single data point that’s needed for your weekly, monthly, quarterly, or annual reporting and tax needs. 

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The data geeks can get really excited about this. Because, it opens the possibility for creating super smart macros, or even better - feeding this single report into a business intelligence tool so that reporting becomes a minutes-long process. 

Learn more about ways you can incorporate business intelligence into your organization through a Flybook Partner - Skypoint

The report includes a tab for each of the following reports: 

  • Revenue and Transactions (all your payment records for the time period)
  • Taxes and Fees (a line for everything taxed or fee’d - including the base cost, entity total, and tax or fee collected)
  • All income statements by event date (your recognized revenue for the time period you’ve pulled the report for). Includes: Activities, Tickets, Passes, Rentals, Lodging, Product...etc. They will just be blank if you do not use one of the features. 
  • Gift Card and Gift Certificates sold reports
  • Custom Line Items

Contact advisory if you’d like to learn more!