> ## Documentation Index
> Fetch the complete documentation index at: https://docs.toku.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reporting & Compliance

> Generate reports and maintain compliance for token grants

## Overview

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

***

## Available Reports

<CardGroup cols={2}>
  <Card title="Grant Summary" icon="file-lines">
    Overview of all grants by status, type, and recipient
  </Card>

  <Card title="Vesting Report" icon="calendar">
    Upcoming and past vesting events
  </Card>

  <Card title="Distribution Report" icon="paper-plane">
    All token distributions with tax details
  </Card>

  <Card title="Cap Table" icon="chart-pie">
    Current ownership and token allocation
  </Card>
</CardGroup>

***

## Generating Reports

<Steps>
  <Step title="Navigate to Reports">
    Click **Reports** in the sidebar
  </Step>

  <Step title="Select report type">
    Choose the report you need
  </Step>

  <Step title="Set parameters">
    Configure date range and filters
  </Step>

  <Step title="Generate and export">
    Click **Generate** and download as CSV or PDF
  </Step>
</Steps>

***

## Report Types

### Grant Summary Report

Shows all grants in your organization:

* Recipient name and email
* Grant type and token amount
* Vesting schedule and progress
* Current status

### Vesting Report

Tracks vesting events:

* Upcoming vesting dates
* Tokens vesting per event
* Historical vesting data

### Distribution Report

Details all token distributions:

* Distribution date and amount
* Gross vs. net (after withholding)
* Transaction hash and status
* Recipient wallet address

### Tax Withholding Report

For tax compliance:

* Withholding amounts by recipient
* Tax jurisdiction breakdown
* Summary for remittance

***

## Compliance Features

### 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

### Tax Documentation

Generate tax documents for recipients:

* Token value at distribution
* Withholding amounts
* Supporting documentation

### Audit Trail

TGA maintains a complete audit trail:

* All grant creation and modification events
* Approval workflows
* Distribution records

***

## 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

***

## Accounting Integration

Export data for your accounting system:

* **CSV exports** with customizable fields
* **API access** for automated integration
* **Formatted reports** matching common accounting formats

***

<Tip>
  **TGA Client Guide** — Step 5 of 6. [Previous: Token Distributions](/tga/client/token-distributions) | [Next: Cap Table Management](/tga/client/cap-table-management)
</Tip>

## Next Steps

<CardGroup cols={2}>
  <Card title="Cap Table" icon="chart-pie" href="/tga/client/cap-table-management">
    Manage token ownership
  </Card>

  <Card title="TGA FAQ" icon="circle-question" href="/tga/faq">
    Common questions
  </Card>
</CardGroup>