If you itemize your tax deductible spending instead of taking the standard deduction you can use Tiller's Category Rollup report for a detailed analysis of your itemized spending for tax time reporting.
Note: consult with a tax advisor or account regarding what types of spending are eligible for itemization on your tax return.
- Add the Tags column to your Categories sheet.
- Tag categories as "Tax" that you want to include in the itemized deduction reporting.
- Configure the Category Rollup report using the "only categories tagged Tax" option for the tax reporting time range.
- Generate the Category Rollup report
- Export to PDF or share your sheet with your accountant.