# Running Your Year-End Schedule C Export
What the Export Produces
PDF A professional single-page summary that includes:
CSV A spreadsheet-format version with the same data:
Step-by-Step Export
Step 1: Navigate to the export tool
Step 2: Enter your business information
Step 3: Select tax year and date range
Step 4: Review the preview
Before downloading, the modal shows a summary:
Verify the revenue looks right. If something seems off, check for unpaid invoices or expenses left in Draft status.
Step 5: Download
Step 6: Send to your accountant
Email the PDF + CSV. Your accountant uses the CSV to populate your return and the PDF as a reference document.
What "Cash Basis" Means in the Export
The Schedule C export is strictly cash basis:
This is the correct method for most small business Schedule C filers and matches IRS expectations.
The Sales Tax Collected Addendum
If you collect sales tax, the export automatically appends a Sales Tax Collected section showing total tax collected and a breakdown by jurisdiction.
Important: Sales tax is a pass-through it is not your income and does not affect Line 1 Gross Receipts on Schedule C. This section is informational only, to help you prepare your state sales tax filings.
Common Export Issues
| Problem | Fix |
|---|---|
| Revenue lower than expected | Invoices still in pending/unpaid status mark them paid |
| Expenses lower than expected | Expenses left in Draft mark them Recorded |
| "(unmapped)" categories appear | Assign a Schedule C line in Settings → Finance → Expense Categories |
| Wrong totals | Verify the date range is correct (Jan 1 – Dec 31 for full year) |