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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/reports/tax-package.md).

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.

### 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**](https://docs.kick.co/reports/profit-and-loss) - full-year income and expenses

- [**Balance Sheet**](https://docs.kick.co/reports/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.

### Before you download

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

- All [transactions](https://docs.kick.co/common-workflows/transactions) for the year should be [categorized](https://docs.kick.co/common-workflows/categorization)

- [Transfers](https://docs.kick.co/common-workflows/transfers) should be matched

- Any questions from your accountant (via [Tasks](https://docs.kick.co/working-with-your-team/tasks)) should be resolved

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