[See what's new in the Kick Changelog](/content/changelog/index.html)

For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). This page is also available as [Markdown](https://docs.kick.co/accountants/reports/tax-package.md).

### 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

### Generate a Tax Package

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

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.

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