Clearmargin

Export for Taxes

Download financial data in formats compatible with tax preparation tools.

Steps

  1. 1Go to Settings > Exports /dashboard/settings/exports.
  2. 2Select the export format: CSV (universal), QuickBooks Online CSV, QuickBooks Desktop IIF, or Tax Summary.
  3. 3Choose a time period using a preset (Q1–Q4, Full Year, Last Year, Last 3 Months, Last 12 Months) or a custom date range.
  4. 4Click "Download" to generate and save the file.
  5. 5The Tax Summary format includes a P&L with quarterly breakdown, estimated tax payments, 1099 vendor tracking, and sales tax collected.
  6. 6Configure estimated tax rate and quarterly deadlines in Settings > Organization > Tax tab.

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