Statutory statements

Goal

Generate country-conforming financial statements folded from the ledger for the tenant’s reporting standard, then optionally Finalize a run for filing archives.

Who it is for

Compliance and finance users with statutory.view. Finalizing needs statutory.file. Module: statutory_compliance. (Tax returns, jurisdictions, and exemptions are sibling screens — not this page.)

Preconditions

• Module statutory_compliance enabled.
• Permission statutory.view (else Dashboard redirect).
• Reporting standard and statement templates available from GET /reports/statutory.
• Valid From / To dates covering posted ledger activity you intend to include.

Open the screen

Accounting → Tax & Compliance → Statutory statements (path /statutory/reports). Title: Statutory statements. Subtitle describes statements folded from the ledger per reporting standard. Header tag shows the reporting standard code from the API.

Steps

1. Choose Statement (template select).
2. Set From and To (date inputs).
3. Click Generate (GET /reports/statutory/{template}?from&to). Generating with no template selected is a no-op.
4. Review the statement title, Balanced / Unbalanced tags, node table (section / line / total), and currency footnote.
5. If you have statutory.file, click Finalize (finalize=1) to archive a StatutoryReportRun → toast Statement finalized for filing.

Result

On-screen statement for the selected template and date range. Finalized runs are stored for filing history; non-finalized generates are review-only.

Hard stops

• No statutory.file → Finalize button hidden (API would 403).
• Missing module / statutory.view → Dashboard redirect.
• This is not a generic tax-return filer — use Tax returns and related statutory screens for returns/jurisdictions.
• Unbalanced results still render with the Unbalanced tag so you can investigate mapping/ledger issues.

Related

• Financial Reports
• Consolidation
• Manage hub