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Overview

TGA provides comprehensive reporting tools to help you track grants, distributions, and maintain compliance with tax and accounting requirements.

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Available Reports

Grant Summary

Overview of all grants by status, type, and recipient

Vesting Report

Upcoming and past vesting events

Distribution Report

All token distributions with tax details

Cap Table

Current ownership and token allocation

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Generating Reports

1

Navigate to Reports

Click Reports in the sidebar
2

Select report type

Choose the report you need
3

Set parameters

Configure date range and filters
4

Generate and export

Click Generate and download as CSV or PDF

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Report Types

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Grant Summary Report

Shows all grants in your organization:
  • Recipient name and email
  • Grant type and token amount
  • Vesting schedule and progress
  • Current status

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Vesting Report

Tracks vesting events:
  • Upcoming vesting dates
  • Tokens vesting per event
  • Historical vesting data

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Distribution Report

Details all token distributions:
  • Distribution date and amount
  • Gross vs. net (after withholding)
  • Transaction hash and status
  • Recipient wallet address

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Tax Withholding Report

For tax compliance:
  • Withholding amounts by recipient
  • Tax jurisdiction breakdown
  • Summary for remittance

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Compliance Features

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KYC Verification

TGA integrates with identity verification providers to ensure recipients complete KYC before claiming tokens.
  • Recipients are prompted to verify identity
  • Verification status shown on each grant
  • Distributions blocked until KYC complete

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Tax Documentation

Generate tax documents for recipients:
  • Token value at distribution
  • Withholding amounts
  • Supporting documentation

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Audit Trail

TGA maintains a complete audit trail:
  • All grant creation and modification events
  • Approval workflows
  • Distribution records

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Scheduled Reports

Set up automatic report delivery:
  1. Navigate to Reports > Scheduled
  2. Select report type
  3. Configure frequency (daily, weekly, monthly)
  4. Add recipient email addresses
  5. Save the schedule

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Accounting Integration

Export data for your accounting system:
  • CSV exports with customizable fields
  • API access for automated integration
  • Formatted reports matching common accounting formats
TGA Client Guide — Step 5 of 6. Previous: Token Distributions | Next: Cap Table Management

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Next Steps

Cap Table

Manage token ownership

TGA FAQ

Common questions