Tax reports

Mac | iPhone
| iPad

Use a Category report or export a TXF file for tax preparation. Category reports allow you to specify the individual categories included or you can select the options to include "All Tax Related Categories", "All Tax Related Income Categories", or "All Tax Related Expense Categories" which include categories based upon being designated as tax related. Format the report to show only totals for each tax related category or you can format the report to also include the transactions for each category for reference.

For U.S. tax preparation, you can export export a TXF file to use with tax preparation programs or websites. The exported information will include the information from transactions categorized with categories that have been designated as tax related and that have been assigned tax codes. Then you can import the TXF file when using a tax preparation program or website to help prepare your taxes more efficiently.

Category Report