What detailed reports are available for accountants?
Export complete financial data for bookkeeping and tax purposes.
Why Use This Feature
Accountants often need more than just a list of payments — they need full transaction details, including refunds and fees. Using the right report saves back-and-forth and ensures accurate financial reporting.
Step-by-Step Instructions
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Go to Reports > Payments.
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At the top of each section, click the Download icon (cloud symbol).
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Choose the report you need:
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All Payments Report – A straightforward list of payments with client details, product, date, and after-fees amounts.
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All Transactions Report – A full export that includes payments, refunds, membership switches, and recurring Stripe fees.
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Cash Payments Report – A full list of all cash transactions you have manually logged.
Note: Waiver fees are not included in these reports.
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Enter your date range (up to one year at a time).
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Enter your email address and click Send (for the All Transactions Report).
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You’ll receive the report by email, ready to forward to your accountant.
What Happens Next
Your accountant will receive a clear, detailed record of payments, adjustments, and fees, making reconciliation and reporting straightforward.
Note: If you need other report types, such as the Payouts report or a payout breakdown, contact the LegitFit team and we’ll be happy to provide them.
Success Tip
If your accountant needs the most complete data set, always provide the All Transactions Report rather than just the All Payments Report.