Tax Package

The Tax Package generates a single Excel file with everything your accountant or tax preparer needs to file your taxes - no manual exports, no assembling separate reports.

Go to Accounting → Year-End Tax Package.

What's included

The package is an Excel workbook with five tabs:

• Cover Page - your business name, accounting basis, date range, entity type, and notes sections for you and your tax preparer
• Profit & Loss - full-year income and expenses
• Balance Sheet - year-end account balances
• General Ledger - transaction-level detail for every account
• Trial Balance - monthly account balances across the full year

Generate the package

1. Go to Accounting and select Year-End Tax Package from the reports list
2. Select the tax year
3. Click the row to download the .xlsx file

The package covers the full prior calendar year - for example, selecting "2025 Tax Package" produces reports for January 1 - December 31, 2025.

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{% hint style="info" %} Use the Cover Page notes section to flag anything your accountant should know - unusual transactions, missing receipts, or questions you have. It keeps everything in one place instead of a separate email. {% endhint %}

What the downloaded file looks like:

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Before you download

For the Tax Package to be accurate, your books need to be in good shape:

• All transactions for the year should be categorized
• Transfers should be matched
• Any questions from your accountant (via Tasks) should be resolved

If you're not sure whether your books are ready, ask your accountant to review before generating the package.