CPA Package

Everything organized for 2025

2025 Tax Package

44% Ready

  • 0 statements imported
  • 107 transactions processed
  • 36 classifications complete
  • Categories assigned
  • 71 items need review
  • 21 business transactions have no attached receipt

Executive summary

Transactions imported107
Outgoing transactions107 · $21,447
Business expenses$5,373
Personal / excluded$206
Money in recorded$0
Statements included0
Receipts on file8 (5 matched)
Still needing review71
Possible duplicates0
Charges without a receipt21

Expenses by category

Equipment$1,899Advertising & Marketing$1,250Car & Vehicle$1,102Software & Subscriptions$702Travel$420

For your CPA to review (71)

AmazonNot Sure — needs a decision$286
ChipotleNot Sure — needs a decision$43
UPS StoreNot Sure — needs a decision$89
Meta (Facebook)Not Sure — needs a decision$264
Meta (Facebook)Not Sure — needs a decision$279
Meta (Facebook)Not Sure — needs a decision$295
Meta (Facebook)Not Sure — needs a decision$310
Meta (Facebook)Not Sure — needs a decision$326
Meta (Facebook)Not Sure — needs a decision$341
Meta (Facebook)Not Sure — needs a decision$357
Meta (Facebook)Not Sure — needs a decision$264
Meta (Facebook)Not Sure — needs a decision$279
Meta (Facebook)Not Sure — needs a decision$295
Meta (Facebook)Not Sure — needs a decision$310
Meta (Facebook)Not Sure — needs a decision$326
Meta (Facebook)Not Sure — needs a decision$341
Meta (Facebook)Not Sure — needs a decision$357
Meta (Facebook)Not Sure — needs a decision$264
Meta (Facebook)Not Sure — needs a decision$279
Meta (Facebook)Not Sure — needs a decision$295

…and 51 more, all included in the package.

Original statements (0)

No statements uploaded for 2025 yet.

Package history

Nothing generated yet. Your saved packages will appear here — earlier versions are always kept.

Share with your accountant

They get read-only access through a secure link — no TAXLY account needed, and you can revoke it any time.

What will be shared?

  • Executive summary (PDF)
  • Expenses by category
  • Full transaction ledger (Excel + CSV)
  • CPA review list — items needing attention
  • Receipts
  • Original bank statements
  • Downloadable package (ZIP)

Statements, receipts and the ZIP are never sent as email attachments — only the secure link, which expires after 30 days.

Sharing status

You haven't shared this year's package yet.

Your original statements and receipts are copied into the archive exactly as uploaded. Your accountant only ever gets read-only access through a secure link.