Year-end packet
What fiscode prepares for you at year end.
The year-end packet is a printable summary plus a yearly CSV, intended as a handoff to a tax professional. It is not a tax return.
Contents
- Profile snapshot — filing status, state, active entity for the year, dependents.
- Income totals — by client, by source type (1099 vs W-2), by quarter.
- Expense totals — by category, with §179 candidates flagged.
- Vehicle + mileage — per-vehicle business miles, standard-mileage deduction.
- Home office — simplified-method calculation with the acknowledgement flag.
- Tax estimate — federal, state, SE, additional Medicare, QBI; quarterly plan and safe-harbor status.
// todo: verifyregistry — every year-config constant that has not been verified against IRS/SSA for the active year, surfaced so your accountant can spot stale assumptions.
Generating it
From /year-end, click Download year-end packet. The yearly CSV is filtered to records dated
inside the year plus the active singletons clipped to the year boundaries.