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"tax summary" is a correct and usable phrase in written English.
It refers to a brief overview or summary of one's taxes, usually prepared for tax filing purposes or for reporting to an employer or organization. Example: "Please submit your tax summary for the previous fiscal year by April 15th."
Exact(7)
"Now we're delivering on that promise by giving 24m taxpayers a new personal tax summary.
In 2014, HMRC began issuing its annual tax summary for 2013-14 to all individual taxpayers.
The prime minister published a tax summary during the Conservative leadership contest in 2016, but has refused to do so since.
Mr. Corzine's tax summary, prepared by the auditing firm of PricewaterhouseCoopers, listed adjusted gross income of $35,847,252 in 1996; $31,967,783 in 1997 and $31,802,562 in 1998.
£24m people will receive their Annual Tax Summary in what the government is calling "a revolution in transparency".
Nearly every major presidential candidate since 1973 has released his or her personal returns, with the exception of Gerald Ford, who released a tax summary that covered several years but never made his full returns available.
Similar(53)
From November 3rd British taxpayers began receiving personal tax summaries from the Treasury in the post, detailing their contributions to the exchequer and how they are spent.
The paper trail of his existence on Earth: bank statements, bills, snapshots, letters from his accountant, insurance documents, tax summaries – and a tattered photocopy of the power of attorney that authorises me, and my younger sister, to look after his affairs.
Critics including the TUC have described the tax summaries as "party political propaganda".
Of course the tax summaries do not break down the welfare payments into their constituent parts such as unemployment, child benefit, winter fuel allowance, in-work tax credit etc.
The state is now telling visitors to the site, www.tax.state.ny.us, (then clicking on online services) that "based on your suggestions, we're revising the estimated tax account summary system".
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Since I tried Ludwig back in 2017, I have been constantly using it in both editing and translation. Ever since, I suggest it to my translators at ProSciEditing.

Justyna Jupowicz-Kozak
CEO of Professional Science Editing for Scientists @ prosciediting.com