Year summary for taxes
annual_reportGenerate a calendar-year summary of hours, earnings, and invoices issued/paid (cash and accrual) by quarter, month, client, and project.
Instructions
One calendar year: hours and earnings by quarter, month, client and project, plus invoices issued and paid (cash and accrual views).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| year | Yes | Calendar year, e.g. 2026 |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| year | Yes | ||
| months | Yes | ||
| totals | Yes | ||
| clients | Yes | ||
| invoices | Yes | Invoices issued in the year (accrual view) | |
| projects | Yes | ||
| quarters | Yes | ||
| received | Yes | Payments received in the year (cash view) | |
| outstanding | Yes | Issued this year and still unpaid at year end |