Tax Preparation
Review pending transactions.Review and categorize transactions for the selected period so they are ready for tax reporting.
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No transactions in this period
Try a different year or month.
Tax tools
3 toolsView and export your generated tax reports — annual summaries, expenses, and income breakdowns.
Build a shareable export for your accountant with a controlled date range, selected accounts, optional category filters, and supporting attachments.
This Plus preview uses AI to identify candidate deductions, potential savings, and compliance flags from your transactions. These estimates are informational; review them with a qualified accountant before filing.
Recently generated
The latest tax-reporting support runs. Open one to review findings or generate a new draft from the tools above. Reports are informational estimates — confirm with your accountant before filing.