Tax Summary Report

The OnBalance Tax Summary Report provides income, expense, and vehicle deduction information that you and your accountant can use to prepare the Schedules C in your Form 1040.

You should provide the Tax Summary Report to your accountant or tax advisor so they can determine appropriate deductions on your tax return.


To generate your Tax Summary Report at any time, from the company setup menu, choose Tax Summary Report.

Notes

  • If transactions are still being calculated when you try to generate the report, a message will display. Click OK, and return in a few minutes. You may need to refresh your browser.
  • You can view a report with prior-year information or current-year information by clicking the appropriate option in the Tax Summary Report panel.

To generate your Tax Summary Report at any time, tap > Reports.

Note: You can view a report with prior-year information or current-year information by tapping the appropriate option in the Reports screen.


To generate your Tax Summary Report at any time, tap > Reports.

Note: You can view a report with prior-year information or current-year information by tapping the appropriate option in the Reports screen.

The availability of some or all of these features depends on your OnBalance bundle.


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