Financial Reports
Financial Reports and Statements Tool – Financial Report
The Lodgeit Module is designed to streamline and automate the production of Financial Reports and Statements. Unlike other reporting systems, the Lodgeit Module relies on a single import and classification exercise to populate Working Papers, the Tax Form and Financial Statements.
Profit & loss · FY2026
SPFRFinancial Reports
Sign-Up To Our Statutory Financial Reporting Workshop
Sign-Up To Our Statutory Financial Reporting Workshop
- 01
Import raw client-side financials from a range of Accounting Systems like Xero and QuickBooks
Import raw client-side financials from a range of Accounting Systems like Xero and QuickBooks
- 02
Classify against the Internal Lodgeit Taxonomy
Classify against the Internal Lodgeit Taxonomy
- 03
Generate Financial Reports by Month , Quarter or Year
Generate Financial Reports by Month , Quarter or Year
- 04
Select the appropriate reporting template and manage the publishing cycle
Select the appropriate reporting template and manage the publishing cycle
Compilation Report is automatically populated with appropriate names using the correct conventions
The signing field uses your firm name
Declarations are contextual i.e. Financial Reports / Statements for Companies
Financial Reports / Statements for Trusts
Financial Reports / Statements for Partnerships
Details for signing parties are included dynamically from the Lodgeit Contact Database and are contextually correct
Exceptional presentation quality with nested structure
Appropriate Notes are included
Company Profit Appropriations Report
Company Profit Appropriations Report
Partner Profit Appropriations Report
Partner Distributions Summary
Financial Reports and Statements Tool – Financial Report
The Lodgeit Module is designed to streamline and automate the production of Financial Reports and Statements. Unlike other reporting systems, the Lodgeit Module relies on a single import and classification exercise to populate Working Papers, the Tax Form and Financial Statements.