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trooks
Community Member

Tax Reports "Earning by Client" Removed

Now that the "Earning by Client" report has been removed, does anyone know of an easy way to retrieve earnings and fees for the year?  I know there is a certificate of earnings, but it has to be printed on 12/31. There is also a report I can get on debits, credits, withdrawals, etc. – but noting saying, you made this much and paid this much.

 

Ideas? 

1 REPLY 1
wescowley
Community Member

Go to the Transaction History report and put in a specific date range. You can download the results as a CSV that you can import to Excel or Google Sheets. From there you can get any summary you want.

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