1. Profit & loss (P&L)
Open Reports → Profit & Loss. Pick a business (or consolidated), a date range (YTD, Q1–Q4, monthly, annual, custom), and an accounting method (cash or accrual).
You get:
- Revenue / income broken out by category
- Cost of Goods Sold subtotal
- Gross profit
- Operating expenses grouped by category
- EBITDA
- Non-operating income/expense
- Net income before tax
Every line is clickable: drill into the underlying transactions. Export to PDF, CSV, or Excel. PDFs auto-store in File Vault under the business + period.
Multi-business consolidated: On Pro+, the consolidated P&L rolls up all businesses you own, with eliminations for inter-business transfers. Useful for getting a true picture of total business performance across holding structures.
2. Balance sheet
Available on Starter, Pro, Unlimited, Partner, and Enterprise tiers. Go to Reports → Balance Sheet. Pick a date and business. You'll see:
- Assets (current: cash, A/R, inventory; non-current: fixed assets, depreciation schedules, investments)
- Liabilities (current: A/P, credit cards, short-term loans; long-term: mortgages, notes payable)
- Equity (owner contributions, draws, retained earnings)
The balance sheet pulls directly from the Assets module (for fixed assets, depreciation), bank balances, loan balances (imported via Plaid), and equity activity. It should always balance. If it doesn't, HaraPro flags the discrepancy with a drill-down so you can reconcile.
3. CPA export package
The CPA export is a single ZIP with everything your CPA needs to file your return. Go to Reports → CPA Export. Pick the business + tax year. HaraPro builds:
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Books & trial balance
- General ledger (all transactions, categorized, by business)
- Trial balance (Jan 1 opening → Dec 31 closing)
- P&L by month + full-year summary
- Balance sheet (Dec 31)
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Tax workpapers
- Schedule C / Schedule E pre-fill (Pro+)
- Form 4562 depreciation schedule
- Form 8829 home office (if applicable)
- §179 election worksheet
- Retirement contribution summary
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Supporting documents
- All bank statements (PDFs from File Vault, indexed by month)
- All received 1099s, W-2s, K-1s (File Vault)
- Major receipts (flagged for expenses > $500)
- Asset purchase documentation
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Business & ownership
- Business info (EIN, formation state, elected tax status)
- Ownership structure diagram (if Pro+)
- Prior-year return (if uploaded to File Vault)
The whole package downloads as a structured ZIP with a top-level index PDF. Most CPAs get everything they need from this file alone. If your CPA is a HaraPro Partner, you don't even need to download, they already have view access via the Partner dashboard.
4. IRS forms (PDF generation)
Pro+ tiers can generate filled IRS forms directly. See Tax Planning → Forms → for the full list (Schedule C, Schedule E, Schedule SE, Form 4562, Form 8829, Form 2106).
Filing note: HaraPro generates pre-filled forms so you and your CPA can see exactly what will be filed. We do not e-file returns with the IRS. Your CPA or tax software is responsible for the actual filing.
5. Estate audit report
Available on Starter+ tiers. Go to Estate → Audit Report. HaraPro reviews every estate document in your tenant and produces:
- Document inventory: every trust, will, POA, directive, memorandum, with dates, parties, and governing state
- Completeness check: what documents are missing (e.g., no Durable POA, no HIPAA authorization, no Advance Directive)
- Expiration risk: documents older than 5 years, POAs that may need re-notarization, directives that reference deceased agents
- Consistency check: beneficiary mismatches between trust, will, and retirement account designations (flagged for attorney review)
- Business coverage: which of your LLCs, S-Corps, and real estate holdings are actually titled into your trust (and which aren't)
The audit report downloads as a PDF and auto-stores in File Vault. Most attorneys find this is the most useful pre-meeting summary they receive from a client.
Not legal advice. The estate audit report flags organizational gaps in the documents you have. It doesn't evaluate legal validity, tax efficiency, or jurisdictional compliance. Always consult a licensed estate attorney.
6. Custom date ranges & filters
Every report supports custom filtering:
- Any custom date range (daily, weekly, quarterly, multi-year)
- Single business, group of businesses, or consolidated
- Filter by tag (Deductible, §179 Eligible, Business Meal, Home Office)
- Filter by merchant, amount range, or transaction description
- Comparison mode: two periods side-by-side (e.g., Q1 2026 vs Q1 2025)
Saved views persist per user. Scheduled reports (Unlimited+) auto-email to you (and optionally your CPA) on the 1st of each month.