Which report to pull for taxes

Tax time doesn’t have to mean digging through a year of invoices and receipts. Fee-Lion already tracked every payment you collected and every expense you logged — you just need to pull the two reports that turn that history into clean filing numbers. Here’s exactly which ones, and how to get them out the door.

The two reports your filing needs

Your tax return comes down to two figures: what you earned and what you spent to earn it. Fee-Lion keeps those on separate screens, and that’s a good thing — it mirrors how your return is structured.

• Revenue — open Reports in the left sidebar and go to the Revenue drilldown. This shows real money collected, not just invoices you sent, so it matches what actually hit your bank.
• Expenses — head to Expenses in the sidebar for everything you’ve logged across the year, grouped by category so the totals line up with the deduction buckets your accountant expects.

Pull both for the same date range and you’ve got the income-minus-expenses story your filing is built on.

Pull your revenue numbers

1. Open Reports from the left sidebar and select the Revenue drilldown.
2. Set the date range to your tax year — the full calendar year, or your fiscal period if that’s how you file.
3. Drill into the breakdown to see revenue by client or by tag. If you tagged invoices for reporting earlier, this is where that pays off — taxable vs. reimbursable work separates cleanly.
4. Note the total collected. This is your income figure, based on payments received rather than invoices issued.

Tip: The revenue drilldown counts money that actually landed — card payments through Stripe and offline payments you recorded by hand. If a client paid you by check and you never logged it in Fee-Lion, it won’t show up here, so reconcile any offline payments before you export.

Pull your expense numbers

1. Open Expenses from the left sidebar.
2. Filter to the same tax-year date range you used for revenue.
3. Group by category so software, travel, contractors, and the rest each total up on their own — these map straight to the lines on your return.
4. Scan for anything attributed to a project. Those expenses already fed your project margins during the year, and they’re still fully deductible here.

A quick sanity check

• Did every recurring expense post for all twelve months? A subscription that quietly lapsed will leave a gap.
• Are billable expenses you rebilled to clients accounted for on both sides — as an expense and as revenue?
• Does your category list match how your accountant wants deductions grouped? You can clean up categories and tags before exporting.

Export and hand it off

Once both reports look right for the year, get them out of Fee-Lion in the format your accountant prefers.

1. From either the Revenue drilldown or the Expenses view, use the export control to download a CSV for spreadsheets or a PDF for a clean, shareable summary.
2. Repeat for the second report so you have a matched pair covering the same period.
3. Send both files along — your accountant gets income and deductions in one tidy handoff, no screenshots, no back-and-forth.

That’s the whole combo: the revenue drilldown for what you earned, the expense report for what you spent, both exported for the same dates. Pull them once a year and tax season stops being a scavenger hunt.

What’s next

• Prepare your numbers for tax time
• Drill down your revenue
• Export reports to CSV and PDF
• Organize expenses with categories and tags