sycamore

export the year-end tax report for your cpa

the taxes tab renders a year-end summary in irs line-by-line format. your cpa transcribes it without re-categorizing — that's the whole point of doing your books in sycamore.

3 steps~2 min
  1. 1

    open the taxes tab

    the year defaults to current year — set it back if you're doing last year's filing.

  2. 2

    review the report

    every line of your tax form (schedule c part i, part ii, etc.) shows with totals. revenue lines, cogs, deductions, net.

  3. 3

    export csv

    one click hands the same view to your cpa as a spreadsheet. they paste it onto the actual tax form — no re-classification.

    tip

    if you converted entity types mid-year, the export shows multiple reports — one per stamp. cpa needs both to file correctly.

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