Generating Deduction Reports

Overview

Find Your Deductions generates detailed reports summarizing your identified deductions by category and tax year. These reports are designed to be shared with your tax preparer or kept for your personal records.

Creating a Report

1. Navigate to Reports in your dashboard
2. Select the tax year you want to report on
3. Review the summary of deductions by category
4. Click Generate Report to create a PDF

What's Included in Reports

Each report contains:

• Summary Section – Total deductions by category with amounts
• Detailed Transaction List – Every identified deduction with date, description, and amount
• Category Breakdowns – Grouped views of charitable, business, health, education, home, and other deductions
• Account Information – Which accounts the deductions came from

Report Formats

Reports are available as:

• PDF – Formatted for printing or sharing with your tax preparer
• CSV Export – Raw data for import into spreadsheets or tax software

Sharing with Your Tax Preparer

The PDF report is designed to give tax preparers everything they need:

1. Generate the report for the relevant tax year
2. Download the PDF
3. Email or upload to your tax preparer's portal
4. Keep a copy for your records

Historical Reports

All generated reports are saved in your account. Access previous reports from the Reports page by selecting the relevant tax year.

Best Practices

• Generate Before Filing – Create your report before meeting with your tax preparer
• Review Before Sharing – Double-check all deductions before generating the final report
• Keep Copies – Download and save reports for your records, even after filing

Need Changes?

If you identify additional deductions after generating a report, simply:

1. Add or update deductions in your dashboard
2. Generate a new report for the same tax year
3. The new report will include all current deductions