Reconciliation Counts Report

The Reconciliation Counts report provides high-level aggregated counts that help you quickly validate alignment between your source systems and what’s been ingested into the Taxbit Dashboard. It’s designed to surface discrepancies at a glance so you know where to investigate next.

Field	Description
category	The name of the reconciliation metric being summarized (for example, Total Accounts Ingested, Total Transactions Ingested, Accounts with Form Data, or per‑form‑type totals). Use this to understand what the adjacent count represents.
count	The numeric value for the given category, reflecting the aggregated total currently recognized in the Dashboard for your tenant.

For more information on how to generate and download reports, please refer to the following guide: How to Generate and Download a Report

Please note: Report downloads arrive as ZIP archives and may be split into multiple CSVs for large outputs (CSV files typically split at around 500k rows per file).