Export for Taxes

Download financial data in formats compatible with tax preparation tools.

Steps

1. Go to Settings > Exports (/dashboard/settings/exports).
2. Select the export format: CSV (universal), QuickBooks Online CSV, QuickBooks Desktop IIF, or Tax Summary.
3. Choose a time period using a preset (Q1–Q4, Full Year, Last Year, Last 3 Months, Last 12 Months) or a custom date range.
4. Click "Download" to generate and save the file.
5. The Tax Summary format includes a P&L with quarterly breakdown, estimated tax payments, 1099 vendor tracking, and sales tax collected.
6. Configure your tax profile, estimated rate, and quarterly deadlines in the setup wizard at Tax > Set up (/dashboard/tax/setup) — step through profile → estimates → review → done.

The quarterly cards on your Tax Center show honest statuses: they never display a false "paid" (only a recorded payment marks a quarter paid), and prompt "not set up" until you finish the setup wizard. Estimates are safe-harbor-led with a confidence indicator.