Overview Reports for Your Accountant

Reports and forms > MYOB Report Advisor

Every accountant will have slightly different needs. But, for the most part, run these reports every month after you have entered all the month's activity. (That means that the January reports can't be done until all the bills - phone bill, credit cards, etc. - are received or accrued. This is usually sometime toward the end of February.)

Most accountants will want to see the following reports:

Summary Trial Balance
Detail Trial Balance

Profit & Loss [With Year to Date]

Balance Sheet

Receivables Reconciliation [Summary]

Payables Reconciliation [Summary]


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