> For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kick.co/reports/tax-package.md). # 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**](/reports/profit-and-loss.md) - full-year income and expenses * [**Balance Sheet**](/reports/balance-sheet.md) - 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. {% embed url="" %} {% 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:** {% embed url="" %} *** ### Before you download For the Tax Package to be accurate, your books need to be in good shape: * All [transactions](/common-workflows/transactions.md) for the year should be [categorized](/common-workflows/categorization.md) * [Transfers](/common-workflows/transfers.md) should be matched * Any questions from your accountant (via [Tasks](/working-with-your-team/tasks.md)) should be resolved If you're not sure whether your books are ready, ask your accountant to review before generating the package. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## 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, and the optional `goal` query parameter: ``` GET https://docs.kick.co/reports/tax-package.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. 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.