Exporting Data

How do I export data from Bench to my tax accountant?

Go to the Reports and to Income Statement or Balance Sheet (depending on the data you need). Click Download in the upper right corner of a report to export an income statement or balance sheet into Excel format.

Bench also provides you with a set of Year End Financials. This contains a general ledger, a trial balance, and all journal entries for the year, along with monthly and annual balance sheets and income statements. All these documents are assembled and accompanied by a cover sheet highlighting relevant items for your CPA at tax time.