In short: We can't give any tax advice 🤦... Not only are we not licensed to do so, but the laws and rules vary by country, state, county, province, town, company and so much more that we wouldn't have the resources to tell you exactly what to do.

While some companies assign the amount used on Zestful as taxable income, others do not. While some companies pay these taxes on behalf of their employees, others simply pass any tax responsibility to the employee.

What we can do, however, is easily provide you with the information you need to give to your finance and/or tax team. This includes all the transactions, broken out by team member, made throughout the year (month, quarter and full year). This amount is what will be used come tax time to assign taxable income.

How to Access Company Reports

Accessing this report is super easy, simply:

  1. Navigate to the "Company Reports" page.
  2. Click on the "Export CSV" button on the top right of the page.
  3. Done! This report will have everything you need to hand off to your finance and/or tax team.