See exactly what you'll receive
Tax Season Relief turns your bank and credit card statements into an organized annual financial summary and detailed transaction workpaper for your tax preparer. This sample uses fictional data so you can see the real output before you buy.
SAMPLE REPORT — FICTIONAL DATA
This sample shows “Riverbend Consulting LLC,” a fictional small business with three accounts (Operating Checking, Business Checking, and a Business Credit Card) covering January through December 2025. It contains 300 source rows, 294 unique transactions, 6 confirmed duplicates, 24 internal transfer/card-payment pairs, and 8 items flagged for tax-preparer clarification. No real customer data appears anywhere in this sample.
The PDF financial summary is included with both the Consumer and Pro packages. The Excel transaction workpaper is included exclusively with the Pro package. Sample files contain fictional data.
What your tax preparer can do with these reports
Start from a clean summary
The PDF gives your accountant annual totals, income and expense categories, and flagged items — not a pile of monthly statements to sort by hand.
Drill into the detail
The Excel workpaper has every transaction with dates, accounts, categories, and exclusion flags. Filter, sort, or copy straight into your tax prep software.
Review only what needs attention
Items needing clarification are called out separately — ambiguous transfers, unreadable payees, ATM withdrawals — so your accountant asks the right questions.
Reproduce the totals
The reconciliation worksheet shows the full chain from source rows through duplicates and transfer exclusions to the final annual figures. Nothing is hidden.
When you upload your own statements, they’re handled privately and used only to prepare your report. Original uploads are deleted after successful processing and verification. Your completed report stays in your private account.
Ready to organize your statements?
Upload a year’s worth of bank and credit card statements and get one consolidated report — $5 per account-month.