In This Article
NEW Oct, 2025
We've added more reports settings so you can customize your Report View. These are now saved per binder.
Reports in Tallyfor
There are 5 primary reports in Tallyfor
Income Statement
Balance Sheet
M-1 Report
Trial Balance Report
Journal Entry Report
The reports are intended to read in the same order as the tax form.
Toggle Reclass/Tax JE View
When viewing the Income Statement or Balance Sheet, you have the ability to toggle the Reclass and Tax JE's on or off.
Reclass/Tax Toggle On
Reclass/Tax Toggle off
Comparing other ATBs from Same Client
When viewing the Trial Balance Report, you can compare with another ATB from the same client.
Downloading Reports
All of the reports can be dowloaded in XLS format. They're available individually via the respective tab and also as a single workbook via the Menu.
Download Individually:
Download Individual Report via Report Tab
Download All Reports as Single Workbook:
Menu>Download All Reports
Printing Reports
Watch this tutorial with tips about how to print when you "Download All Reports" as a single workbook.