> ## Documentation Index
> Fetch the complete documentation index at: https://help.ezyiah.com.au/llms.txt
> Use this file to discover all available pages before exploring further.
# Preparing Trial Balance Report
> Generate and read a client's Trial Balance report for a financial year
Ezyiah generates a Trial Balance report from a client's reconciled transactions, listing every account's debit and credit position for the period.
With a client selected, click **Reports** in the left sidebar to expand it. This reveals every report Ezyiah can generate for that client, including **Trial Balance** alongside Business Activity Statement, Profit & Loss, Balance Sheet, General Ledger Summary, Transaction Report, Depreciation Schedule, Taxable Payments Annual Report, and EOFY Statement.
Click **Trial Balance** in the expanded Reports list. Ezyiah generates the report for the client and loads it on screen.
Use **Sort by** in the top right to order the accounts, for example by **Code**. Use **Frequency** to set how the report is broken down, and **Financial Year** to choose which year to view. The report updates to reflect all three.
## Reading the report
The report opens with the client's **Company Name**, the **Reporting Period** covered, and who it was **Prepared By**.
Below that, the report lists every account under a basis heading such as **Cash Basis**, in a table with **Codes**, **Account**, **Account Type**, **Debit-YTD**, **Credit-YTD**, and **Net**. Each row shows an account's code, name, and type such as Income, Expense, Assets, Contra Assets, or Liabilities, with its year to date debit or credit total and the resulting net figure.
Use the zoom controls in the top left to adjust how the report displays on screen, and click **Export Report** in the top right to download it.
This page currently covers the top portion of the account list. The remaining accounts and any totals at the end of the report follow the same table layout and will be added here once screenshots of the full scroll are available.