How can I get my year end tax statements?

Hemlane allows you to to download your tax information at any time using our Income & Expense report. We make it easy for you to filter by date, user, payment status and more.

To download your tax information:

Step 1: Navigate to the Financials tab on the left side main menu

Step 2: Click into "Income & Expense" along the top row

Step 3: Once within the Income & Expense report, filter for the dates of interest, a specific user, and payment status. (Reminder: Don't forget to choose how to organize your view! The 'Organize By' category allows you to view due date or paid date, depending upon how you would like to view your data) 

Step 4: Click 'Export to Excel' to download a copy of your Income & Expense report

For more information on this topic, please visit these articles:

• Does Hemlane file my 1099 tax forms?
• How can I import my transactions to Quickbooks?

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