# How to use the tax summary report

- **URL:** https://trymorgan.ai/help/tax-summary
- **Category:** Tracking Income & Expenses

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## How to use the tax summary report

Morgan AI's tax summary gives you a year-end overview of your income and expenses, exactly what you need for filing your taxes or briefing your accountant.

## Accessing the tax summary

1. Go to **Reports** in the bottom navigation
2. Tap **Tax Summary**
3. Select the tax year (calendar year, April to March, or custom)

## What the tax summary includes

The tax summary report shows:
- **Gross income**: total revenue from all sources
- **Card processing fees**: deductible business expense
- **Business expenses by category**: materials, fuel, equipment, etc.
- **Net income**: your gross income minus expenses
- **Total tax collected** (if you track HST/GST)
- **Total tax remitted** (if applicable)

## Sharing with your accountant

Tap **Share report** to:
- Export a PDF for emailing or printing
- Export a CSV for importing into accounting software
- Share directly via email or iCloud Drive

Most accountants can work directly with the PDF version. The CSV works well with QuickBooks, Wave, and similar tools.

## HST/GST tracking

If you're registered for HST or GST, you can enable tax tracking in **Settings > Tax Settings**. Once enabled, Morgan AI tracks the tax you charge on invoices and the tax included in your expenses, giving you an estimate of what you owe or can claim back.

## When to generate your tax summary

Generate your tax summary after December 31 (for a calendar year return) or April 30 if you're using the government's April-March fiscal year. Keep a copy for your records.

## Important note

The tax summary is a helpful tool, but Morgan AI is not a tax advisory service. Always consult with a qualified accountant or tax professional to confirm your filings are accurate.

## Pro feature

The full tax summary report, including expense categories and HST/GST tracking, is available on the Morgan AI Pro plan.