The Annual Review is your annual roll-up: the full year in one place for tax season, plus the current year so far for a read on how things are going. Like everything in Books, it is built from what you logged and meant for your accountant to verify.

1. Open the review

Open Books → Annual Review. It rolls up your full year, revenue, costs, and profit, into one place, ready for tax season.

2. Read the year so far

Alongside the closed year, the current year to date gives you a running read on how things are tracking, so the review is useful before December, not just at tax time.

This is a worksheet built from your logged data, not a filed return. Hand it to your accountant to verify before you file.