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Tax Reports

Generate tax-ready reports organized by Schedule F categories. The app summarizes your income and expenses in the format needed for tax filing, saving hours of manual bookkeeping at tax time.

Schedule F Categories​

Income and expenses are automatically categorized to match IRS Schedule F line items. Review and adjust before generating your final report.

Exporting​

Export reports as PDF or CSV for your accountant. The report includes all individual transactions grouped by category with totals.

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