How to Add Category Groups in Tags Report?

[heather]

Hi @pcmccollum ,

Sorry for the delay here.

I’m not totally sure on how to add groups to the Tags report, but you might consider adding Tags to the Categories sheet and then use the Category Rollup report for the tax reporting.

I just did a webinar on this which you can review the resources for here

And here is a most streamlined version:

How can I use Tiller to organize my financial information for tax time?

Since Tiller automatically collects your bank data throughout the year, you have a lot of the information you need to file your taxes already at your fingertips. Here are a few Google Sheets workflows for using Tiller to help prepare for tax time for both personal and/or self employment income. Personal Taxes We offer a few workflows for helping you prepare for your personal tax filing. Detailed itemized deduction reporting If you prefer to use an itemized deduction amount on your tax retu…