This feature is available on all Goodshuffle Pro Plans.
From your Finances tab, select "Reports" and choose "Tax". Instead of selecting from the preset dropdown, select "Specific Dates" under the Date Range:
You can select between Cash or Accrual (learn more), then select the dates you'd like to view.
Important: Tax reports are generated in quarterly (3-month) increments.
When you choose your dates, you'll select them in 3-month/quarterly periods rather than a single custom span of any length. There isn't a single annual tax report.
How do I get a full year of tax data?
Because reports run in quarterly increments, to cover a full year you'll generate four separate reports — one for each quarter — and combine the results:
Q1: January 1 – March 31
Q2: April 1 – June 30
Q3: July 1 – September 30
Q4: October 1 – December 31
Run each quarter using the same reporting method (Cash or Accrual) so the totals are consistent.
Working with your accountant: For questions about which reports or figures you need for your actual tax filing, we recommend working with your local CPA or accountant. They can advise on exactly what applies to your business. Our team is always glad to help you pull the reports themselves.
Need Additional Support?
Click the blue chat bubble in the bottom-right corner of your screen to message our support team—we’re happy to help!