tax-reports
Money Pro Tax Reports — What's Available and How to Export
Money Pro generates four tax-time reports: the Schedule C Report (expenses by IRS category), the Tax Details Report (full income and expense breakdown), the Profit & Loss Statement, and the Mileage Detail List. Access them all under Reports → Tax Reports in Money Pro. Download as PDF for sharing, CSV for spreadsheets.
How to Access Reports
- Log in at app.zenbusiness.com
- Go to ZenBusiness Money → Reports in the left navigation
- Go to Tax Reports
- Select the report type
- Set your date range (January 1 – December 31 for annual tax prep)
- Click Download — choose PDF or CSV
Available Reports
Schedule C (Draft) Report
What it is: Your business expenses organized by IRS Schedule C line — Advertising, Business Meals, Office Expenses, Travel, etc.
Who needs it: Your accountant uses this to prepare your Schedule C (Profit or Loss from Business, filed as part of Form 1040). If you file with Column Tax, it's imported automatically.
Note: This shows the IRS-allowed deduction amounts. Business meals appear at 50% of what you spent.
Tax Details Report
What it is: Full breakdown of categorized income and expenses — everything that went through Money Pro.
Difference from Schedule C: The Tax Details Report shows the full amount you spent on meals (before the 50% limitation) and groups Cost of Goods Sold differently. If your total expenses in the two reports don't match, the difference is typically business meals and COGS handling.
Who needs it: CPAs often request this alongside the Schedule C report for additional context.
Profit & Loss Statement (P&L)
What it is: Total income, total expenses, and net profit for any date range.
Who needs it: Lenders, investors, business partners, and accountants all recognize the P&L as a standard financial statement.
Mileage Detail List
What it is: Every logged business trip — date, start/end location, miles, business purpose, and deduction at the IRS standard rate.
Who needs it: Required to substantiate your business mileage deduction. The IRS may ask for this during an audit.
Access from: Mileage tab → gear icon → Reports → Mileage Detail List
Expense-Specific Reports
Additional expense reports are available from Expenses → gear icon → View Reports:
- Business Expenses by Business
- Business Expenses by Category
- Business Expenses by Vendor
- Business Expenses by Client
- Expense Details List with Receipts (includes receipt links)
What to Give Your Accountant
For annual tax filing, provide your accountant with:
- Schedule C Report (PDF + CSV) — full year
- Tax Details Report (PDF) — full year
- P&L Statement (PDF) — full year
- Mileage Detail List (CSV) — full year, if you drove for business
- Expense Details List with Receipts — if your accountant wants the raw transaction data
Frequently Asked Questions
Why do my Schedule C and Tax Details reports show different expense totals?
Two reasons: (1) Business meals — Schedule C shows 50% (the IRS-allowed deduction); Tax Details shows 100% of what you spent. (2) COGS — Schedule C separates Cost of Goods Sold in Part I; Tax Details groups it with operating expenses.
Can I run a report for a partial year?
Yes — set any custom date range when generating a report. Useful for mid-year reviews, comparing quarters, or preparing for a tax estimate.
My P&L doesn't match what I thought I made. Why?
Check that: (1) all paid invoices have payments recorded, (2) no personal income sources (transfers in, etc.) are tagged as business income, (3) the date range is set correctly to January 1 – December 31. If something still doesn't add up, export the Expense Details List and compare it transaction by transaction.