Financial Reports

View Balance Sheet, Income Statement, Cash Flow, General Ledger, and Trial Balance reports based on your business type.

Business

Business Type: Not specified

Income Statement (Profit & Loss)

Business

Income Statement
Actual
Income
Total Receipts and Sales Revenues-
Gross profit-
Total income-
Expenses
Total expenses-
Ordinary business income (loss)-
Income Tax
Book-to-tax reconciliation. Expense lines above are book amounts (meals 100%). Items below are added back so ordinary income per books ties to the return.
Books-to-tax adjustments
Total books-to-tax adjustments-
Ordinary income (loss) per tax return-
Net Income (Loss) Per Book-

Key Financial Metrics:

Revenue

-

Gross Profit

-

Operating Income

-

Net Income

-

The Tax Guy, Inc. partners with Stripe Payments Company for money transmission services and account services with funds held at Fifth Third Bank, Member FDIC.

The Tax Guy, Inc. is a financial technology company and is neither a bank nor a money transmitter. Tax Reserve balances are stored-value accounts held for the benefit of the employer.

USD balances in financial accounts (unless otherwise indicated) can be eligible for FDIC pass-through deposit insurance if they meet certain requirements. The accounts are eligible only to the extent permitted by the rules and regulations of the FDIC, and if the requirements for pass-through insurance are satisfied. The FDIC insurance applies up to 250,000 USD per depositor, per financial institution, for deposits held in the same ownership capacity.

Banking services provided by Fifth Third Bank, N.A., Member FDIC.