Reports

View Tax Reports

Using transactions from your connected banks, we generate a report for each tax year with available data.

Recategorize transactions

Click into a report category to view detail. Pay close attention to categories like income and transfers. Ensure every transaction is assigned to the correct bucket.

Print, download, and share

Once your report is finalized, you can print it, or download it as a CSV. You can also invite your accountant directly to your workspace.