Money in and out · Taxes
How do I get the tax packet for my accountant?
ComputerOpen Taxes, then download the CPA PDF, or email it to the CPA on file.
PhoneOpen Taxes, then the same two actions.
The CPA email address comes from Settings → Business profile → CPA Email on a computer, or Settings → Business profile → CPA email on your phone. If the advisor offers to send it, it will show a confirm popup first — it never emails your accountant on its own.