Platform / Reports and exports
Numbers a preparer can use.
Export a year's transactions in the shape a tax preparer already expects, with the classification work already done.
What it does
Built around how the work actually happens
Year-end export
Every transaction for a business, a project or a year, exported as CSV.
Business and personal kept apart
An export reflects the same classification used throughout the ledger, not a re-sort at export time.
Category totals
See totals by category before anything leaves the platform, not after.
Ready for a preparer
The export matches the categories a preparer maps into a tax return, so nothing needs re-keying.
How it works
3 steps
Pick a scope
A business, a project, or a full year across the ledger.
Review the totals
Category totals are shown before the export is generated.
Export
A CSV leaves the platform in the shape a preparer already works with.
See it next to the rest of the platform.
Every capability here reads from the same ledger, so nothing needs a second export to line up.