Reports Cash Basis

Cash basis reports

Reports Cash Basis module provides financial reports using cash basis accounting method.

System calculates revenue and expenses based on actual cash receipt/payment timing, complying with tax requirements of some countries.

Cash Basis
Tax Reporting
Cash Accounting
Compliance

Key Features

Key points

  • Cash basis reports

  • Cash basis tax calculation

  • Cash basis P&L and Balance Sheet

  • Convert from accrual to cash basis

  • Tax compliance


Accrual vs Cash Basis

Comparison

MethodRevenue RecognitionExpense Recognition
Accrual BasisWhen invoice issuedWhen bill received
Cash BasisWhen cash receivedWhen cash paid

Best Practices

Key points

  • Use when tax requires cash basis

  • Check reconciliation for accuracy

  • Compare with accrual basis to understand differences

  • Use for cash flow planning