# 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 *** ### Generate a Tax Package Go to Accounting and select **Year-End Tax Package** from the reports list. {% embed url="" %} 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. {% embed url="" %} {% hint style="info" %} **Tip:** The Cover Page includes space for notes to communicate context to the tax preparer — use this instead of sending a separate document. {% endhint %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.kick.co/reports/tax-package.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.