If you’re on the Lili Premium or Lili Smart plan, you can generate accounting‑ready reports in just a few steps, on web or mobile. These reports support your bookkeeping and tax preparation across different business types, including sole proprietorships, partnerships, and corporations.
 

What accounting reports are available?

With Lili Premium and Lili Smart, you can access the following accounting reports to support year‑round bookkeeping and tax preparation:

• Profit and Loss – Shows your business income and expenses over a selected period so you can track performance and share a standard P&L with your accountant.
• Statement of Cash Flow – Shows money in and out of your account, grouped by activity, to help you understand how cash moves through your business over time.
• Expense Reports – Shows categorized business expenses for the period you choose, including filters and export options that make it easy to reconcile activity in your accounting system.
• Tax form–ready reports – Generates tax‑ready views that map your categorized transactions to the relevant IRS form for that tax year, including Schedule C, Form 1065, Form 1120, and Form 1120‑S, so your accountant or finance team can move faster at filing time.

Accessing your reports in the Lili Web App

To access your accounting reports from a desktop browser:

1. Navigate to the left panel and click on Reports & Statements.
2. Under Accounting Reports, choose one of the options: Profit and Loss, Statement of Cash Flow, Expense Reports, or Tax form–ready reports (including Schedule C, Form 1065, Form 1120, and Form 1120‑S).

Then follow the steps for each report type:

• Profit and Loss
  • On the right, click "View"
  • In the page opened, click "Get Started".
  • Use the filters to choose the period of time you prefer.
  • To the right of the filters, select Download PDF or Print to download the report.
    
    
• Statement of Cash Flow
  • On the right, click "View"
  • In the page opened, click "Get Started".
  • Use the filters to choose the period of time you prefer.
  • To the right of the filters, select Download PDF or Print to download the report.
    
    
• Expense Reports
  • On the right, click "View"
  • In the page opened, click "Get Started".
  • Each report offers three download options: Print, Export to Excel, and PDF.
    
    
• Tax form–ready reports (Schedule C, Form 1065, Form 1120, Form 1120‑S)
  • On the left, click on the desired tax year.
  • A tax‑form‑style view will appear, showing how your categorized transactions are mapped to the IRS line items for that form.
  • At the top right of the report, use Print or Download PDF to review and export the report for your records or your tax professional.

Accessing your reports in the Lili Mobile App

To access your accounting reports from the Lili mobile app:

1. Navigate to the main menu and tap on Reports.
2. Choose one of the options: Expense Reports, Profit and Loss, Statement of Cash Flow, or Tax form–ready reports (including Schedule C, Form 1065, Form 1120, and Form 1120‑S).

Then follow the steps for each report type:

• Expense Reports
  • Tap on the calender icon and select the desired year and period within the year.
  • The expense report for the selected period will appear.
  • Tap on the Share icon at the top right to choose Export to Excel or PDF.
    
    
• Profit and Loss
  • Tap on Get Started.
  • Use the calendar icon to choose the period of time you prefer.
  • When you tap the Share icon, you can choose to Share the report using your device’s native share options.
    
    
• Statement of Cash Flow
  • Tap on Get Started.
  • Use the calendar icon to choose the period of time you prefer.
  • When you tap the download icon, you can choose to Share the report using your device’s native share options.
    
    
• Tax form–ready reports (Schedule C, Form 1065, Form 1120, Form 1120‑S)
  • Tap on the desired tax year.
  • A tax‑form‑style view will appear for that year.
  • Above the report, you’ll see Share via your device’s native share options so you can send the file directly to your accountant or save it to your records.

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