Generating Reports

The Reports page helps you create supported tax and financial outputs from the data already processed in Cognia.

Current report areas

  • Hong Kong tax and financial reporting flows
  • Swiss tax and financial reporting flows

Suggested preparation checklist

  • Connected sources are fully synced
  • Spam review is complete
  • Matching method and cost-basis mode are confirmed
  • Ledger and holdings look reasonable for the target period

Output workflow

  1. Choose the reporting region and year.
  2. Review classifications or supporting data if needed.
  3. Generate the desired PDF or CSV output.

Supporting pages

  • Transactions for source activity
  • Holdings for current positions
  • Tax Lots for lot and disposal detail

Need a guided walkthrough?

Start with Cognia and bring these docs into your onboarding session as the operating checklist.

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