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