As end of year approaches, you and your CPA may be getting started with tax planning. If you’re looking for standard reports to support this process, you’ve come to the right place. We’re prioritizing adding many of these reports into the exports page in the next month.
How to request a report
Because the accuracy of the reports we are able to pull together rely on the state of your books in Ambrook, we ask that you provide adequate lead time and information to set yourself up for success.
How to request: You or your accountant can write to us via the in-app “Support” button, or send an email to support@ambrook.com.
When to request: Please let us know which reports you need at least a week in advance if it’s your first time requesting. For updates to existing reports, our standard turnaround time is 3 business days. Note that these are estimates, and actual timelines may vary.
What to provide:
If you are requesting a Balance Sheet, please review your Balances page in Ambrook (you can find this via Settings) to make sure that all the asset, liability, and equity accounts you expect to see are represented.
Additionally, please provide statements for your bank accounts and credit cards. These should stretch back to the date range of the report you are requesting. For example, if you need a 3Q 2023 Balance Sheet, we will need statements from 7/1/2023 (or earlier) so we have access to starting balances.