Tax Package

Download a complete year-end financial package to hand off to your tax preparer.

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.

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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

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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.

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.

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.