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. 

  1. Add the Tags column to your Categories sheet. 
  2. Tag categories as "Tax" that you want to include in the itemized deduction reporting. 
  3. Configure the Category Rollup report using the "only categories tagged Tax" option for the tax reporting time range. 
  4. Generate the Category Rollup report
  5. Export to PDF or share your sheet with your accountant.

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