How to Create a Tax Summary PDF (Free & Private)

Need an annual income snapshot for a judge, lender, or landlord? The Tax Summary PDF Generator converts IRS Get Transcript CSVs and TurboTax exports into a clean PDF that stays on your device.

Step 1: Export a tax CSV

Log in to IRS Get Transcript and choose the Download as CSV option for your transcript. TurboTax and H&R Block provide similar CSV exports under their filing history pages. Save the file to your desktop so it is easy to drop into the generator.

Step 2: Upload and preview totals

Visit the Tax Summary PDF Generator and select your CSV (ZIP archives work too). The tool groups every form (W2, 1099, 1098, and more), color-codes deductions, and calculates net income instantly.

Use the Start year and End year selectors to isolate the exact tax period your case or application needs. Totals update as you filter.

Step 3: Generate the PDF

Review the preview table to confirm categories and amounts. When everything looks right, click Generate Tax Summary PDF. A polished document downloads immediately with a cover page, totals by form, and an itemized table.

Tips for submitting your PDF

• Bring the original CSV on a flash drive or printout so the court can verify the numbers.
• Pair the summary with the Proof of Income PDF Generator when assembling a larger income packet.
• Attach matching deposits from the Bank Statement PDF Generator to show how funds hit your account.