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Access Ledger - Asset Reports in Access Ledger

Updated over 2 months ago

Access Ledger gives you several options to tailor an asset report to suit your needs.​

Run an asset report

  1. Log in to Access Ledger and select the entity.

  2. Click the Assets tab, then click the Reports tab.

  3. Select the Year from the drop-down list.

  4. From the Report drop-down list, select the required report:

    • Full Summary.

    • Taxation.

    • Accounting.

    • Pooling.

    • Tax Disclosures.

  5. Complete the applicable fields for the report type chosen.

  6. Then click Run Report.

  7. Use the Export to Excel button to download the report.

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