# Tax Package

### What's included

The Tax Package exports an Excel workbook with five tabs:

* **Cover Page** — Business name, accounting basis, date range, legal type, and notes sections for business owners and tax preparers
* **Balance Sheet** — Year-end balances by account
* **Profit and Loss** — Full-year income and expenses
* **General Ledger** — Transaction-level detail for every account
* **Trial Balance** — Monthly account balances across the full year

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### Generate a Tax Package

Go to Accounting and select **Year-End Tax Package** from the reports list.

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The package generates for the full prior calendar year. For example, selecting "2025 Year-End Tax Package" in 2026 produces reports for January 1 – December 31, 2025.

Click the row to download the .xlsx file.

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**Tip:** The Cover Page includes space for notes to communicate context to the tax preparer — use this instead of sending a separate document.
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