Tax reporting with Lendysoft is a simple 4-step process.

First, you need to make sure that your general company tax settings in Lendysoft is correct since it will be included in the file to the tax agency. Also choose which income year you are conducting tax reporting for.

Second, click the button Generate excel file with [ReportCode] data to generate an excel file which contains all the information that you will use in the tax report. If you need to change anything without wanting to change in the customer accounts in Lendysoft you can edit the data in the excel sheet. You can also change things in Lendysoft and then generate an excel sheet again.

Third, you will import the excel sheet into Lendysoft and Lendysoft will then respond by giving you the file that you should import to your tax agency.