Tax Reports

Tax reports in MustardHub provide a consolidated view of redeemable point transfers that resulted in redeemable value being granted to individual Members over a defined period of time.

These reports are designed to support:

Preparing periodic financial or payroll reviews
Supporting compliance checks
Internal review and reconciliation with accounting records
Coordination with payroll, accounting, or tax advisors, including external support
Audit preparation and record validation

Tax reports are retrospective. They reflect completed activity only.

They are not tax filings, determinations, or compliance submissions. MustardHub does not provide tax, legal, or accounting advice.

What information is included

At a high level, tax reports summarize company-granted value that ultimately lands in a Member’s redeemable wallet.

Each report includes:

The report generation date
The coverage period (start and end dates)
Members included in the report
The dollar value of points received, expressed in USD
Separate totals by tax category (where applicable)
A total value per Member for the selected period

Reports are generated as spreadsheets intended for review or handoff to downstream systems or advisors.

Understanding what crosses the reporting boundary is critical.

Tax reports provide redeemable points granted directly to Members, including:

Recognitions
Celebrations (automated or manual)
Scheduled or system-generated posts
Private or public awards
Boosts

If redeemable value is deposited into a Member’s wallet, it is reflected in the tax report.

Tax reports do not include:

Points held in Giving Wallets
Peer-to-peer points until they are given to another Member as a direct recognition or boost
Funding events, treasury movements, or internal balances
Non-redeemable activity or engagement signals

Only value that resolves into a Member’s redeemable wallet appears in tax reports.

For transaction-level detail beyond report summaries, see D.5: Wallets, Transfers & History.

How tax reports relate to tax categories

Tax reports reflect the tax categories applied at the time value was granted, not at the time the report is generated.

This means:

Category assignments are historical
Changes to tax category configuration do not retroactively affect past reports

Tax reports rely on tax categories for classification but do not define or validate category logic. They reflect category assignments as recorded at the time of each transaction.

For category configuration details, see D.3: Tax Categories.

How to generate a tax report

Tax reports are generated by Admins from the Tax Reports surface.

To access tax reports:

Navigate to Admin → Reports → Tax Reports

[screen shot image showing tax reports list page]

This page shows all previously generated tax reports, including:

Report ID
Generation date
Coverage period
Status
Download availability

Report statuses indicate whether a report is still being generated or ready for download.

Creating a new tax report

To generate a new tax report:

Select Create Tax Report
Choose a date range for the report
- The report will include all applicable transactions on and between the selected dates
- Default values are prefilled based on recent activity and can be adjusted
  [screenshot image showing date range selection]
Select members to include
- All members are selected by default
- Members can be searched by name or filtered by tag
  [screenshot image showing member selection]
Confirm report creation
- A disclaimer must be acknowledged before the report is generated
  [screenshot image showing disclaimer modal]

Report creation can be cancelled at any time before confirmation without saving.

Once confirmed, the report is generated and added to the list view.

Report generation and availability

After creation:

Newly generated reports appear at the top of the list
Reports may briefly display an Exporting status while processing
Once complete, the status updates to Ready and the report can be downloaded

Admins may refresh the page if a report is still processing.

[screen shot image showing exporting status]

Common misconceptions about tax reports

“If it’s in a tax report, it’s compliant.”

Tax reports support compliance workflows but do not determine compliance outcomes.
“All points activity appears in tax reports.”

Only redeemable value granted to Members is included.
“Tax reports replace payroll or accounting records.”

They are designed to support those systems, not replace them.