Hemlane allows you to to download your tax information at any time using our Income Statement under your Reports tab. We make it easy for you to filter by date, user, payment status and more.
To download your tax information:
Step 1: Select the Reports tab from the left side main menu
Step 2: Click into "Income Statement" from the side panel
Step 3: Filter for the time frame of interest, a specific user, and payment status.
Reminder: Don't forget to choose how to organize your view! The 'Date Type' category allows you to view due date or paid date, depending upon how you would like to view your data
Step 4: Click [Download] to have the income statement sent to your email inbox
For more information on this topic, please visit these articles:
- Should I expect a 1099 form for tax season?
- Does Hemlane file my 1099 tax forms?
- How can I import my transactions to Quickbooks?
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