Export the financial statement PDF
A complete professional PDF: cover page with your logo, compilation engagement report, statements, notes and schedules.
The export button on the Financial statements page generates a PDF ready to deliver: cover page, compilation engagement report, balance sheet, income statement, deficit, cash flow, notes and schedules.
- 1First complete your firm profile (name, address, logo): it signs the cover page and the report. See The firm profile.
- 2In Financial statements, click Export PDF.
- 3Proofread the document, then deliver it to the client (or email it straight from the application).
A sample of the produced PDF is available to see the final result.
On the Free plan the PDF comes out as a plain version: no compilation report and no notes. The Pro plan unlocks the complete document with your branding.