> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tax Reports

> Reports for tax preparation and compliance.

It's tax season. Your accountant asks for income summaries, expense breakdowns, contractor payments, depreciation schedules, payroll totals — and they needed it yesterday. You could spend a week pulling numbers from different places, or you could export everything in one click.

Tax reports give you and your accountant exactly what you need for returns, estimated payments, and audits. The data is organized by what the IRS and state agencies actually want to see.

## Accessing tax reports

1. Go to **Reports** in the sidebar
2. Click **Tax Reports**
3. Select the report type

## Available reports

### Income Summary

Revenue breakdown for tax reporting:

| Category         | Amount        |
| ---------------- | ------------- |
| Product Sales    | \$245,000     |
| Service Revenue  | \$180,000     |
| Interest Income  | \$1,200       |
| Other Income     | \$5,500       |
| **Total Income** | **\$431,700** |

### Expense Summary

Deductible expenses by category:

| Category           | Amount        |
| ------------------ | ------------- |
| Payroll            | \$185,000     |
| Rent               | \$36,000      |
| Utilities          | \$4,800       |
| Insurance          | \$12,000      |
| Marketing          | \$24,000      |
| Professional Fees  | \$8,500       |
| Depreciation       | \$6,200       |
| **Total Expenses** | **\$276,500** |

### Sales Tax Summary

Sales tax collected and remitted by state:

| State | Taxable Sales | Tax Rate | Tax Collected | Tax Remitted |
| ----- | ------------- | -------- | ------------- | ------------ |
| CA    | \$125,000     | 8.25%    | \$10,312      | \$10,312     |
| TX    | \$85,000      | 8.00%    | \$6,800       | \$6,800      |
| NY    | \$45,000      | 8.50%    | \$3,825       | \$3,825      |

### Payroll Tax Summary

Payroll taxes by type and period:

| Tax                | Q1       | Q2       | Q3       | Q4       | Total    |
| ------------------ | -------- | -------- | -------- | -------- | -------- |
| Federal 941        | \$15,230 | \$16,100 | \$15,890 | \$17,200 | \$64,420 |
| FUTA               | \$420    | \$0      | \$0      | \$0      | \$420    |
| State Withholding  | \$3,450  | \$3,680  | \$3,590  | \$3,920  | \$14,640 |
| State Unemployment | \$890    | \$420    | \$0      | \$0      | \$1,310  |

### 1099 Report

Contractor payments for 1099 filing:

| Contractor       | TIN         | Total Payments | 1099 Required    |
| ---------------- | ----------- | -------------- | ---------------- |
| Jane Designer    | XXX-XX-1234 | \$24,500       | Yes              |
| Bob Developer    | XXX-XX-5678 | \$42,000       | Yes              |
| Quick Prints LLC | XX-XXXXXXX  | \$450          | No (under \$600) |

### Asset Summary

For depreciation schedules:

| Asset              | Date Acquired | Cost    | Method | Life | Current Year Depr | Accumulated | Book Value |
| ------------------ | ------------- | ------- | ------ | ---- | ----------------- | ----------- | ---------- |
| Computer Equipment | 3/15/2024     | \$5,000 | MACRS  | 5 yr | \$1,000           | \$1,000     | \$4,000    |
| Office Furniture   | 6/1/2023      | \$8,000 | SL     | 7 yr | \$1,143           | \$1,905     | \$6,095    |

## Date ranges

| Preset             | Common Use         |
| ------------------ | ------------------ |
| Last Calendar Year | Annual tax return  |
| This Year to Date  | Estimated payments |
| Custom Quarter     | Quarterly filings  |
| Custom             | Any period         |

## For your accountant

### Year-end package

Export a complete year-end package:

1. Go to **Reports → Tax → Year-End Package**
2. Select the tax year
3. Click **Generate Package**

Package includes:

* P\&L by month
* Balance Sheet (year-end)
* Trial Balance
* Bank reconciliation reports
* 1099 summary
* Asset/depreciation schedules
* Payroll summary
* General ledger detail

### Export formats

| Format              | Use Case                       |
| ------------------- | ------------------------------ |
| PDF                 | Review and archive             |
| Excel               | Accountant analysis            |
| QuickBooks          | Import to accounting software  |
| Tax software format | Direct import (TurboTax, etc.) |

## Entity-specific reports

### Sole Proprietor / Single-Member LLC

Key reports for Schedule C:

* Income Summary
* Expense Summary by Category
* Vehicle/Mileage Log
* Home Office Calculation

### Partnership / Multi-Member LLC

Key reports for Form 1065:

* Income Summary
* Expense Summary
* Partner Capital Accounts
* K-1 worksheets

### S-Corporation

Key reports for Form 1120-S:

* Income Summary
* Expense Summary
* Shareholder Distributions
* Officer Compensation
* K-1 worksheets

### C-Corporation

Key reports for Form 1120:

* Income Summary
* Expense Summary
* Corporate Tax Worksheet
* Dividend Summary

## Estimated tax worksheet

Calculate quarterly estimated payments:

1. Go to **Reports → Tax → Estimated Tax**
2. Enter prior year income
3. Project current year income
4. Calculate quarterly payments due

Shows:

* Federal estimated tax due
* State estimated tax due
* Payment due dates
* Safe harbor amounts

## Audit support

If you're audited, access:

### Transaction detail

* Every transaction for the period
* Source documents (invoices, receipts)
* Bank statements
* Journal entries

### Reconciliation reports

* Bank reconciliation history
* Account activity by month
* Adjusting entries

### Supporting schedules

* Detailed AR/AP aging
* Fixed asset listing
* Payroll detail

## Scheduled reports

Send tax reports automatically:

| Report                | Suggested Frequency | Recipient         |
| --------------------- | ------------------- | ----------------- |
| Monthly P\&L          | Monthly             | Owner, Accountant |
| Quarterly Tax Summary | Quarterly           | Accountant        |
| Year-End Package      | Annually            | Accountant        |

Set up in **Reports → Schedule**.

## Common questions

<AccordionGroup>
  <Accordion title="How do I share reports with my accountant?">
    Options:

    1. Add them as a team member (Accountant role)
    2. Schedule automatic report delivery
    3. Export and email manually
    4. Grant direct login access
  </Accordion>

  <Accordion title="What's included in the year-end package?">
    Everything your accountant needs:

    * Financial statements
    * Trial balance
    * General ledger
    * Payroll summary
    * 1099 detail
    * Bank reconciliations
    * Supporting schedules
  </Accordion>

  <Accordion title="How far back can I access tax reports?">
    Reports are available for 7 years by default. Extended retention available on Scale plan.
  </Accordion>

  <Accordion title="Do you integrate with tax software?">
    We export in formats compatible with major tax software. Direct integration with TurboTax Business and others is in development.
  </Accordion>
</AccordionGroup>

<Card title="Custom Reports" icon="arrow-right" href="/features/reports/custom">
  Build your own reports.
</Card>