Cool! When the dust settles I’d like to get some guidance on a simpler way to set up my year-end tax reports for my accountant’s use in preparing IRS returns. Template?
it depends what reports you need. was this part of another thread? you can see the current templates by navigating to under the extensions to “Tiller Community Solutions” >> solutions >> add a solution
Hi @dmopsick additionally check out these resources:
How to Use Tiller to Organize Your Finances for Tax Time
How to Generate a Yearly Pivot Table for Easy Tax Time Reporting