Tax Package

Generate a complete year-end financial package for tax preparation in a single download

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.

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.

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Custom Report Package

The Accounting reports list also includes Custom Report Package. Use it to bundle multiple reports across entities into one download: Profit & Loss, Balance Sheet, Expenses by Vendor, Cash Flow Statement, Trial Balance, and General Ledger. Select entities, a date range, and which reports to include.

Each report carries its own settings. Every report except the General Ledger has a period grouping select. Profit & Loss, Balance Sheet, and Expenses by Vendor also have comparison columns.