Get everything your CPA needs for your return

Steps

1. 1

   Step 1: Open Tax in the sidebar and pick the Return tab and the year.

2. 2

   Step 2: Close every month of the year first; the package needs a closed year.

3. 3

   Step 3: Press Download package and send it to your CPA, or invite your CPA to read it in Accountable.

4. 4

   Step 4: For 1099s, open the 1099s tab, press Request W-9s to collect vendors' details, then Export › Files for IRIS (1099-NEC and 1099-MISC).

Good to know

• Tax shows only for companies registered in the US.
• Rather have us prepare it? Order the Tax package for your CPA from Services.

Related articles

• Invite your CPA, accountant or a teammate
• Export a report to CSV, Excel or PDF
• Order a cleanup, close review or tax package