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Reports

What this screen is for​

Reports turns reviewed accounting work into readable output. The Reports area has three destinations:

  • Financial — financial statements and period overview.
  • Regulatory — Swedish filing and export views (VAT, NE, INK2, audit, archive, year-end readiness).
  • Custom — workspace-specific analysis views.

Use Regulatory when you are preparing Skatteverket-facing periods or export packages.

Before you start​

Confirm the company, fiscal period, and that the entries you expect have been reviewed or posted. For VAT return readiness, complete VAT registration details in company settings when prompted.

Financial and custom​

  1. Open Reports from the Data group.
  2. Choose Financial or Custom.
  3. Set the period or filters.
  4. Review totals and account lines.
  5. Trace unexpected values back to Inbox, Bookkeeping, or Bank Transactions.

Regulatory walkthrough​

  1. Open Reports → Regulatory (/reports/regulatory).
  2. Choose a report tab:
    • VAT return (momsdeklaration)
    • NE appendix (sole trader SRU)
    • INK2 (limited company SRU)
    • Audit trail (ledger and change-log export)
    • Full archive (ledger, chart, history, optional documents)
    • Year-end (bokslut / closing readiness)
  3. Set the period controls for that tab, then generate or export.

VAT return​

Select Monthly, Quarterly, or Yearly, then Generate. Review the numbered box layout (taxable sales, output VAT, purchases and reverse charge, EU trade and export, input VAT). Check readiness:

  • Ready — period and VAT registration details are complete for posted VAT-relevant activity.
  • Needs VAT details — add VAT number, registration status, or reporting period before filing.
  • No activity — not the same as a verified nil return.

Export with Export eSKD when the period looks correct. Warning states often mean Inbox or Bookkeeping corrections are still required.

NE appendix and INK2​

Select the fiscal period, Generate, review the field rows, then Export SRU. Use NE for sole traders and INK2 for limited companies.

Audit trail and full archive​

  • Audit trail: set From / To, export, then download JSON or CSV.
  • Full archive: choose a fiscal period, optionally include source documents, then download the archive package.

Year-end readiness​

Select the fiscal period and Generate. Review the closing checks. Resolve items marked Needs review, Needs work, or Blocks close before treating the period as ready to close.

What to check next​

Use Inbox to correct non-posted documents that affect regulatory totals. Use Bookkeeping for posted-ledger follow-up. Use Settings when report readiness depends on company VAT or fiscal-period defaults.