The Tax Filing Preparation report gathers the year-end information you need to prepare for filing taxes.
This report is for teachers and organization admins who want a year-end tax prep summary for their business records.
The report includes:
Open Tax Filing Preparation from the Business Reports area and choose the year you want to review.
You can:
This report is designed for year-end tax prep.
It uses recorded income and recorded expenses to give you a clear summary of your business activity for the selected year.
It also separates revenue by account and by billing entity so you can review income sources before you prepare forms or hand the data to a tax professional.
The report shows:
Use this report when you are getting ready to file taxes and want the cleanest possible year-end summary from Cadence Calendar. It is a review and planning report, not a tax filing form.
