The following is a list of reports Peachtree recommends that you print prior to closing the fiscal year. Keep these reports in a secure location.
These reports will act as a hard copy of your historical Peachtree
information; they can be helpful during audits.
_____ Accounts Receivable: Print reports such as Sales Journal, Cash Receipts
Journal, Customer Ledgers, Customer Statements, Aged Receivables, Taxable/Exempt
Sales, and the Invoice Register.
_____ Accounts Payable: Print reports such as Check Register, Aged Payables, and
1099 Forms.
_____ General Ledger: Print reports such as G/L Trial Balance and General Ledger
report.
_____ Financial Statements: Print reports such as Balance Sheet, Cash Flow, and
Income Statement.
_____ Payroll: Print reports such as Payroll Check Register, Quarterly Earnings
Report, Yearly Earnings Report, Payroll Tax Reports, State Quarterly Report
Forms and Federal Forms (940 EZ, 941, W-2, and W-3).
_____ Inventory: Print reports such as Inventory Valuation Report, Item Costing
Report, Inventory Unit Activity Report, and the Inventory Profitability Report.
_____ Jobs: Print reports such as Job Ledgers, Job Profitability Report, and Job
Register.
-- by Gayle Raines, Director of Training at Baytek, an Authorized Peachtree Resource Center.