Generate Tax Summary

Upload a labeled workbook to generate a Taxable Income Summary with tax return line mappings.

Payment Required

TIS Generator — 1 Run

Access granted

Select Entity Type

Client Information

Tax Period — no entry needed (click to set custom dates for fiscal year filers)

Upload Labeled Workbook

Drop labeled Excel file here

or click to browse

Accepts: .xlsx, .xls (from Smart Labeler)