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Taxes & reports
Your Schedule C summary, the tax season pack and sharing with your accountant.
- Get your tax season packReports → Tax season pack checks what's left to fix, then downloads one .zip with your Schedule C summary, P&L, mileage log, every expense and payment, receipts and a note for your accountant.
- Your Schedule C summaryReports → Schedule C summary lines up your income and expenses with IRS Schedule C, line by line, with your estimated net profit; it's on every plan.
- Share your numbers with your accountantOn the Tax season pack, tap Create a link for my accountant; they get a private, read-only download link for that year that works for 30 days, no account needed.
- Reports and downloadsReports has your profit & loss, expenses by category, income, mileage log, who owes you, profit by job and 1099 contractors; owners and admins can download each as CSV, Excel or PDF.
- Use Tallibook with TurboTax or other tax softwareTurboTax doesn't import Schedule C files, so you type a handful of totals from your Schedule C summary; the Tax season pack page shows where each number goes.
Still stuck?
Email us at hello@tallibook.com and tell us what you were trying to do.