Export for Taxes

Download financial data in formats compatible with tax preparation tools.

Steps

1. Go to Settings > Data > Export (/dashboard/settings/data?tab=export).
2. If you run more than one business, pick a Business to scope the file to one trade, or leave it on "All businesses."
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. Pick a format: the Schedule C summary, the transaction register (CSV — the evidence behind every other number, with each entry's real date, source document, and tax treatment), TXF for tax software (TurboTax, H&R Block, TaxAct), the 1099-K reconciliation (as a readable walk or a spreadsheet), or a QuickBooks Online bank CSV.
5. Click the download button on that card to generate and save the file.
6. The Schedule C summary renders one form per business — each trade files its own Schedule C — plus book totals underneath (quarterly breakdown, estimated tax payments, 1099 vendor tracking, and sales tax collected).
7. 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.

Every download is recorded under "What you've sent out," with the business it covered and a fingerprint of the numbers it contained — re-downloading the same period proves whether anything changed. If the books don't reconcile for the period, the file still downloads; you're told plainly that we couldn't certify it.

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.