I have only been running Solo for 6 weeks and it seems fine enough. However I want to see where I stand profit wise for this tax year and when I download a statement on my phone it goes nowhere. It seems I can't access on desktop or browser so this seems totally counter intuitive. I thought the whole idea of Solo was to make tax time easy but if I can't download a statement how can I do anything? The quick view on home page of the app is so far out of whack as it count several payments twice to I have no idea if I am running a profit this financial year
Hey handiestman,
Thanks for reaching out.
If you're registered for GST, you can head to More → Reports in the Solo app. You'll see four report options available:
- Profit & Loss
- GST Report
- GST Return
- Transaction List
When you open a report, you'll have the option to either Open the report first or Share it directly.
If you're having trouble finding where the file is downloading on your phone, try opening the report and then using the Share option to email it to yourself. This can make it much easier to access the report on another device and keep a copy for your records.
In terms of the payments appearing to be counted twice, this could potentially be related to the bank feed. We'd be happy to take a closer look and see what's happening.
You can reach out to us directly through the app by heading to More → Chat to Us, and one of the team can investigate this further for you.
If you have any other questions, just let us know 🙂
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