Documentation | User Guide

Documentation | User Guide

Financial Statements Module

This guide is intended primarily for the user of SIGTAS. It details the procedures and functionalities making it possible to create balance sheet movements. It explains how to calculate and print a balance sheet movement and how to create a balance sheet type.

This module is composed of several large sections. Each section is treated individually and presents the main functionalities of the component. This page displays all the functionalities available in the Financial Statements module. The display order of the sections corresponds to that of SIGTAS (left section of the home menu).

In order to lighten the content of the guides, the following sections do not document the procedures for closing, modifying, and deleting, since they apply the same way to all pages. However, these functionalities are described in more detail in the Close, Edit, and Delete section of the About SIGTAS guide.

To access the guides, click on the desired link.

  • Balance Sheet Movements

Reports

SIGTAS provides users with a series of interactive reports making it possible to generate data according to various parameters. To learn how to generate and print interactive reports, click the following link: Reports.

To access the reports:

  1. Go to the Financial Statements module;
  2. Choose the Reports option;
  3. Click on the report you wish to display.

The reports of the Financial Statements module are:

  1. Comparative Analysis of Ratios. This interactive report displays the comparative analysis of ratios based on various search criteria such as TIN, Taxpayer Name, etc. (530:2020);
  2. Comparative Statement. This interactive report displays comparative statements based on various search criteria, such as TIN, Year to Verify, etc. (530:2030);
  3. Balance Sheet Elements. This interactive report displays the list of balance sheet elements based on various search criteria such as Code, Description, etc. (530:2010);
  4. Balance Sheet List. This interactive report displays the balance sheet list based on various search criteria, such as TIN, Enter Date, etc. (530:2060).