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Describe the report you want; TaxLayer writes it from your figures, with charts and tables. You then edit it, refine it through chat, export it, or publish it. Pro and Premium plans.

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Creating one

  • Business: the + next to Reports in the sidebar.
  • Firm: open a client › the + next to Reports in the client sidebar. Reports are per client.
  1. Choose a template (VAT position, P&L summary with commentary, bank reconciliation report, management accounts pack and others) or Start from scratch.
  2. Choose data sources — myDATA, TaxLayer (your uploaded documents), and any connected accounting system. Pick more than one for a cross-source report.
  3. Describe your report — be specific: Show me all expenses this quarter grouped by counterparty.
  4. Create Report. It takes 10–30 seconds. Sometimes TaxLayer asks a couple of clarifying questions first.

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Working on it

  • Click any text to edit it in place; changes save automatically.
  • Report Chat on the right regenerates the whole report from your request. If you’ve edited by hand, you’re warned first.
  • Export → PDF or Word.
  • Publish → Publish to team (colleagues can read it) or, for firms, Publish to client (the client’s primary contact gets an email and sees it under Reports in the portal).
  • Firms: Add team member lets a colleague on that client’s team edit with you.
Delete from the report’s ⋯ menu in the sidebar. Reports don’t cost AI credits, but they count against the monthly AI usage limit.