📤 How to Generate and Export a Tax-Ready P&L in Seconds

One tap, audit-ready. No spreadsheets required.

Every month, Hedgi automatically generates a clean, tax-ready Profit & Loss (P&L) statement based on your categorized transactions. Whether you’re preparing for a tax filing, applying for a loan, or just want to understand your business better — here’s how to get your P&L fast.

🧾 What’s in the Report?

Your P&L includes:

• Income: All business deposits and revenue

• Expenses: Grouped by category (e.g., Software, Meals, Advertising)

• Net Profit or Loss: Your actual taxable earnings

It’s built using IRS-friendly categories — and journal entries (for Agentic users) are already included.

📱 On the Mobile App

1. Go to the Home tab

2. Tap “Export” in the top right corner

💻 On the Web App

1. Go to Reports > Profit & Loss

2. Select your desired date range

3. Click Export PDF or Download CSV

For Agentic users, the report will include monthly journal summaries and transaction notes — ready to forward to your tax pro.

✨ Pro Tip: Keep a Monthly Copy

Hedgi automatically generates these reports every month. But exporting and saving a copy (e.g. to Google Drive or Dropbox) creates a reliable record if you’re ever audited or applying for funding.

🧠 Want to Customize It?

• Change the date range to get quarterly or year-to-date reports

• Toggle categories on/off (web only)

• Add annotations for specific transactions (Agentic tier)