You can add or remove pages from the Accounts Report using the green Report Settings button located at the top right of the Annual Accounts page. From Report Settings, simply select or deselect the sections you want to include in the Accounts Report.


Navigation: Accounts Production > Select Sole Trader Client > Reports > Sole Trader Accounts > Report Settings > Untick Statement of Financial Position > Save


Steps-by-Step Guide:

  1. Open Accounts Production.
  2. Select the relevant Sole Trader client.
  3. Go to Reports.
  4. Select Sole Trader Accounts.
  5. Click the green Report Settings button at the top right of the page.
  6. Untick Statement of Financial Position.
  7. Click Save.


You can follow the navigation and video below to see how to make these changes:


Alternatively, you can use the link provided, which will take you to the same Report Settings page.


Note: You will need to regenerate the accounts for the changes to take effect and be reflected in the final Accounts Report.

 

Additional Help

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If you need assistance or guidance, please contact your onboarding manager or email Support@capium.com, or call us on 020 3322 5578.