Taxes and planning · Taxes

What is in the tax package I send my accountant?

ComputerOpen Taxes, then download the CPA PDF, or Year-end for the whole package.
PhoneOpen Taxes, then the same actions.

The CPA package is a PDF an accountant can start from: gross and net, expenses by category as a tax return asks for them, the quarterly estimates, a Schedule C view, depreciation and mileage, meals at fifty percent, and what the numbers came from and how fresh they are. Year-End Close adds the CSVs behind it and a checklist for the close. One engine produces the PDF, the CSVs and the emailed copy, so none of them can disagree. The 1099-NEC summary sits alongside it for the contractors you paid.