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Reports

In This Article

NEW Oct, 2025


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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


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The reports are intended to read in the same order as the tax form.


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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


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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


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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.


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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.

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